大摩策略师:超过90%的路演客户明确表示愿意增加对中国资产的敞口

格隆汇
Sep 29, 2025

根据彭博汇编数据,截至9月19日当周,在投资新兴市场的美国上市交易所交易产品中,追踪中国香港和中国内地股票和债券的产品资金流入规模最大。

摩根士丹利表示,截至8月底,外国多头基金的资金流入规模已达10亿美元,去年则流出170亿美元。根据本月早些时候发布的报告,尽管有所改善,全球基金对中国的配置仍低配1.3个百分点,而亚洲(除日本外)的基金经理则已转为超配。

策略师Laura Wang表示,她最近赴美路演期间,超过90%的客户明确表示愿意增加对中国的敞口,是自2021年初市场触及高点以来兴趣最高的一次。

责任编辑:栎树

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