估值低、风险回报有吸引力!中国基金半年斩获14%后,桥水上调中国股市前景

华尔街见闻
15 Jul

全球最大对冲基金桥水基金在中国市场的投资策略转向更加乐观,其在华基金今年上半年录得14%的强劲回报后,进一步上调了对中国股市的配置。 据桥水基金二季度投资者信函显示,截至6月30日,该机构对中国股票的看法从此前的战略配置调整为"适度增持",主要基于政策支持和相对较低的估值水平。 桥水在信函中表示,中国政府4月份"果断"出台刺激措施以稳定经济和资本市场,这一政策响应有效提振了股票和债券表现。据...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10