內外資機構“審美”趨同 新能源中概股成香餑餑
格隆匯8月17日丨北京時間8月16日凌晨,與美股投資者持倉相關的13F文件披露完畢,各大資管巨頭的二季度調倉動向逐漸清晰。面對熱門中概股阿裏巴巴,內資“頂流”機構與外資巨頭出現分歧;同時,新能源中概股成爲內外資機構的一致加倉方向。外資機構人士表示,中國經濟復甦動能強勁,看好中國股票資產前景。
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