高盛:對沖基金周二大手買入中資股 為九個月來最快速度
高盛發表報告指,在近期中央政府支持經濟政策的推動下,其對沖基金客戶周二(25日)以九個月來最快的速度淨買入中資股。
當日恆指大漲逾700點,A股三大指數全日收升2.1%至2.5%。高盛稱,周二對沖基金對中資股的買入及沽空比例為3.5比1,當中以買入民幣計價A股為主,其次為在香港上市的中資股,而買入ADR倉位則較少。
在高盛追蹤的11個行業當中,對沖基金淨買入9個行業,包括以非必需消費品、必需品、金融、原材料及工業股為主,只有醫療保健及公用事業股未錄得淨買入。
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