QDII基金减持美股避险 调仓折射资金偏好转向

财经网
Apr 22, 2025

作者:王彭  近来,公募基金一季报陆续披露。从已披露的QDII基金最新持仓来看,有基金经理大幅减仓美股,转而提升A股和港股的仓位。多位业内人士表示,考虑到当前不确定因素较多,全球资金对美股持偏谨慎态度。与此同时,中国科技领域的新突破使得中国资产在全球范围具有显著吸引力,尽管部分个股近期出现调整,但中国资产重估的逻辑依然没有改变。减持美股 增持中国股票最新披露的基金一季报显示,多只QDII在减持美股...

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