高盛8月22日发布的报告显示根据机构经纪数据对冲基金以7周来最快速度净买入中国股票既有多头买入也有空头回补。中国目前是8月以来机构经纪业务中获净买入最多的市场。摩根士丹利中国首席股票策略师王滢发表最新研报认为本轮A股上涨得益于流动性改善资金从债券和存款转向股市。但与过去几轮短暂冲高有所不同的是在岸长期国债收益率自6月以来持续走高这表明投资者对长期宏观经济前景持更为积极看法。
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