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全球風險偏好提升 原油、貴金屬整體向好
uSMART盈立智投 05-31 15:32

全球市場回顧

上週,全球投資者風險偏好提升,大中華區市場漲勢喜人。

全球核心區域指數亦普漲,其中以亞洲(除日本)領漲。

全球各行業整體向好。其中,可選消費、通訊服務、工業板塊領漲。

上週,港股板塊亦整體向好。金融、可選消費板塊領漲。

上週,申萬一級行業亦普漲。其中,休閒服務、非銀金融和食品飲料板塊漲幅最爲靠前。

上週,小盤風格領漲美股。

全球大宗商品期貨現分化行情。其中,原油、貴金屬表現整體較好。

全球基金投資者動態 

上週,美國、日本、及歐元區獲最大淨流入。除美國市場外,中國市場雖爲最大資金流入國,但受累於較多的資金流出,整體呈淨流出趨勢。

大類資產方面,大盤、全市場股票ETF仍最受投資者青睞。固定收益ETF方面,投資者信用偏好整體下沉。信用等級偏低信用債、高收益債ETF獲得最大淨流入。策略層面,平衡、價值股票ETF,公司債和混合債券ETF最受投資者青睞。

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