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報道指富達國際上月大舉增持騰訊(00700.HK)及阿里(09988.HK)等內地互聯網股份
據《證券時報》,於8月底富達國際旗下中國基金進一步增持騰訊(00700.HK)、阿里巴巴(09988.HK)、美團(03690.HK)及京東(09618.HK)等中國互聯網公司股票,同時亦將阿里巴巴(BABA.US)(09988.HK)美股持倉移至港股。 上月富達國際旗下中國焦點基金大舉增持騰訊61.18%,截至8月底止持倉市值為1.63億美元,為該基金最大重倉股,同時該基金將阿里巴巴美股減持7.12%,港股部分增持17.66%。 另外,富達另一隻規模更大的中國消費動力基金,在8月增持騰訊、阿里巴巴、美團及京東等,當中騰訊增持幅度為6.36%,市值為4.17億美元,為該基金最大持倉股。
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