对冲基金减持美股科技七巨头 买进中概股

联合早报
21 May

中国科技公司估值更低,也进一步增强了其吸引力。数据显示,阿里巴巴的预期市盈率约为13倍,拼多多的市盈率甚至不到10倍。而在“七巨头”中,仅有谷歌母公司Alphabet的市盈率低于20倍。 高盛本次分析涵盖684家对冲基金,总计管理约3.1万亿美元(4万亿新元)股票资产。 据彭博社,高盛美国投资组合策略团队高级策略师Ben Snider在星期二(5月20日)的一份报告中写道,尽管贸易紧张局势加剧,...

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