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外資正積極加倉中國!海外最大中國股票ETF單日資金流入創歷史新高

海外規模最大的中國股票ETF正以創紀錄的速度吸引資金,表明海外投資者正蜂擁涌向中國股票。

美東時間週二,投資者向iShare安碩MSCI中國ETF (MCHI)投入了近2.7億美元,這是該基金2011年成立以來的最大單日資金流入。

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這隻ETF由貝萊德旗下iShares安碩發行,主要追蹤MSCI中國指數,是海外規模最大的中國股票ETF。該ETF本週已經累計上漲近7%。

同時,摩根大通、美國銀行在內的多家華爾街投行分析師近期發佈了一連串積極預測,樂觀看待中國股票後市走向。人們越來越樂觀地認爲,遭受重創的中國股票將會迎來反彈。

隨着新冠疫情對中國的影響逐步減弱,以及政府持續出臺經濟刺激措施,市場對中國經濟增長的擔憂有所緩解,人們的信心不斷增強。與此同時,多數中概股估值已經接近多年的低位,更加凸顯投資性價比。

未來資產全球投資公司基金經理馬爾科姆•多爾森(Malcolm Dorson)表示,雖然新冠疫情抑制了經濟和市場,但如果這次重新開放是可持續的,市場有望反彈。

納斯達克金龍中國指數過去三天連續上漲,自5月11日以來已經累計上漲逾40%,不過今年以來仍累計下跌逾10%。

“中國的科技股之前受到了沉重打擊,”索恩伯格投資管理公司的投資經歷查理·威爾遜(Charlie Wilson)說。他管理着11億美元的新興市場股票,並表示自己已經超配中國股票。

他表示:“我們看到中國大型科技股的估值是10多年來從未見過的(低)。我不認爲他們這些業務會消失。”

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