Intel plunges, QDII funds "startled", divergence in US stock strategies intensifies

智通財經
2024.08.04 20:12
英特爾等美股巨頭的股價跳水，讓不少重倉持有美股的基金受到 “驚嚇”，這或將成為 QDII 基金削減美股倉位的又一觸發因素。記者注意到，由於上週五暴跌的英特爾在 QDII 基金中多年未能進入主流持倉，這讓不少 QDII 基金躲過一劫。但美股近期持續爆雷，讓美股基金在持倉策略上發生了重要變化，不少基金已經開始拋棄單一配置美股的策略，在削減美股倉位的同時，開始增配 A 股和港股等。
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