高盛新興市場證券洞察基金建倉中遠海運控股，增持理想、阿里、雲南白藥，重倉騰訊和阿里

華爾街見聞
2023.12.26 19:14
高盛集團 Goldman Sachs Emerging Markets Equity Insights Fund 於 7 月 31 日至 10 月 31 日期間建倉做多中遠海運控股等 119 只股票。 清倉百勝中國、三星 SDI 等 150 只股票。 增持理想汽車、阿里巴巴、雲南白藥等 86 只股票。 減持台積電、網易、美團、現代汽車等 79 只股票。 重倉股包括騰訊控股、台積電、三星電子、阿里巴巴、起亞汽車。（彭博）
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