摩根士丹利称中资股在6月重新录得来自境外多头基金的12亿美元净流入结束了4月与5月的连续净流出。分析师Chloe Liu

智通财经
Jul 04, 2025
摩根士丹利称中资股在6月重新录得来自境外多头基金的12亿美元净流入结束了4月与5月的连续净流出。分析师Chloe Liu等人在报告中表示其中被动型基金净流入27亿美元几乎是5月的两倍;而主动型基金则继续净流出规模为16亿美元。截至6月30日自2022年10月以来外资被动累计净流入创历史新高而外资主动累计流入则跌至2022年底以来的历史低谷。个股配置方面第二季度增配最多的为阿里巴巴、携程;减配最多的为美团、海尔智家。

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