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《大行報告》大摩列出中資ADRs的美資持股預測(表)
摩根士丹利發表報告表示,納斯達克中國金龍指數昨晚顯著下挫,該行分析表現,中資ADRs(美國存托憑證)目前正面臨著外國投資者流出壓力的逆風。該行指,從所有權數據的分析顯示,美國對沖基金在10月以來中成為中資ADRs的最大賣家,使外國投資者從該領域今年以來的淨流出擴大至163億美元。 該行列出部份中資ADRs的美資機構(US ownership)持股預測 股份│美資機構持股價值│美資機構持股佔比 阿里巴巴(BABA.US)│173.75億美元│9.1% 拼多多(PDD.US)│83.79億美元│11.2% 京東(JD.US)│82.05億美元│14.4% 網易(NTES.US)│37.09億美元│8.6% 百度(BIDU.US)│58.85億美元│23.4% 百勝中國(YUMC.US)│84.01億美元│44.4% 蔚來(NIO.US)│32.42億美元│18.7% 攜程(TCOM.US)│47.42億美元│30.9% 理想(LI.US)│25.11億美元│16.5% 貝殼(BEKE.US)│26.02億美元│18.4% 中通快遞(ZTO.US)│30.81億美元│23.1% 小鵬(XPEV.US)│10.69億美元│20% 汽車之家(ATHM.US)│8.8億美元│24.5% 嗶哩嗶哩(BILI.US)│6.97億美元│21% 騰訊音樂(TME.US)│7.57億美元│23.6% 微博(WB.US)│5.56億美元│32%
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