巴西股市被热捧:1月大涨17%、外资流入超去年全年、投资大佬重仓

华尔街见闻
Feb 22

随着基本面改善以及全球资产配置逻辑的转变,巴西股市在2026年初成为全球资金竞相追逐的热点。在美元走软、大宗商品价格上涨以及降息预期的共同推动下,巴西市场不仅迎来了久违的强劲反弹,更吸引了包括顶级对冲基金在内的巨额海外资金流入。据彭博援引近期监管文件,亿万富翁投资者德鲁肯米勒旗下的Duquesne Family Office在去年第四季度大举建仓巴西。该家族办公室在截至12月31日的三个月内,买入...

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