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内外资机构 “审美” 趋同 新能源中概股成香饽饽

Zhitong
2022.08.16 23:23
北京时间 8 月 16 日凌晨，与美股投资者持仓相关的 13F 文件披露完毕，各大资管巨头的二季度调仓动向逐渐清晰。面对热门中概股阿里巴巴，内资 “顶流” 机构与外资巨头出现分歧；同时，新能源中概股成为内外资机构的一致加仓方向。外资机构人士表示，中国经济复苏动能强劲，看好中国股票资产前景。
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