You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
国金策略:外资短期大进大出的可能性不大

对于外资怎么看中国,国金策略团队今日发文表示,第一,近期国内针对课外辅导等行业的限制政策以及反垄断等政策引发了外资对中国市场的担心,特别是中概股和港股上市内地公司明显被抛售。其中相关被动基金明显被赎回,主动基金也明显减仓。

第二,出于政策风险的担心,部分外资确实存在减配A股的情况,但这更多的是集中在对A股不了解的机构(比如有些没有会讲中文的外资机构),但对A股比较熟悉的外资只是阶段性规避潜在政策风险较大的行业,对顺应政策导向的行业仍是持续关注。

第三,今日市场传言美国外资称有可能会限制美国基金流入A股和港股。我们确认这是一则假消息。正如我们昨晚对话EPFR的电话会议,我们认为外资短期大进大出的可能性不大,长期分批次流入A股的趋势稳定。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account