外資暫停中國投資？官媒稱海外巨頭 7 月紛紛加倉，阿里巴巴騰訊均在列

金十數據
2021.08.13 01:18

近期，網傳以軟銀為首的外資暫停投資中國資產的事件持續發酵，而資管巨頭貝萊德二季度大幅削減阿里巴巴倉位，一度引起市場的擔憂。

不過，記者梳理海外基金 7 月份最新動態發現，富達、施羅德等不少資管巨頭實際上並沒有大幅度減持中國資產，反而在下跌的過程中逆勢 “抄底”，騰訊、阿里、美團等均在增持名單中。

此外，英國知名投資機構 Baillie Gifford 近期也在大舉增持美團，金額接近 20 億港元。（證券時報）

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