彭博社引述汇丰一项调查指，目前近300个主动管理型新兴市场基金的投资组合中，内地的投资占比近28%，高过去年同期的22.5%，不过整体仍较基准低配340个基点。报告指，4月以来基金对投资内地的需求已有改善，低配幅度缩小约60个基点。
在连续四个月的反弹行情中，基金将科技和消费类股票纳入其投资组合。投资者增持了阿里巴巴(09988.HK) 、小米(01810.HK) 和比亚迪(01211.HK) 等股份，而阿里巴巴是新兴市场指数今年上升的主要推动力之一。
在其他地区，新兴市场股票基金普遍增持拉丁美洲，亦在6月韩国完成选举重新对该市场产生兴趣，但就减持波兰市场，因年初至今大幅增长。(ss/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-20 12:25。)
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