文|姚紫薇 孙诗雨本文重点聚焦全球资金流动分析,其中跨境资金包含港股通、跨境理财通及全球共同基金、QDII基金。近期全球风险偏好持续下降,资金较多流入美国固收基金,流出美国中小盘和大盘成长股基;全球及美国大盘平衡股基有较多净流入。QDII ETF中恒生科技相关产品获大幅资金流入,中国互联网50等有小幅资金流出。整体来看,全球资金再平衡趋势持续,新兴市场投资热度提升,美股资金流出压力持续。点击小程序...
Source Link文|姚紫薇 孙诗雨本文重点聚焦全球资金流动分析,其中跨境资金包含港股通、跨境理财通及全球共同基金、QDII基金。近期全球风险偏好持续下降,资金较多流入美国固收基金,流出美国中小盘和大盘成长股基;全球及美国大盘平衡股基有较多净流入。QDII ETF中恒生科技相关产品获大幅资金流入,中国互联网50等有小幅资金流出。整体来看,全球资金再平衡趋势持续,新兴市场投资热度提升,美股资金流出压力持续。点击小程序...
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