中信证券：海外基金公司 2022Q4 大幅度增配强消费属性企业 美团、阿里等获得青睐
智通财经 APP 获悉，中信证券发布研究报告称，截至 2 月下旬，海外基金公司四季度持仓数据基本披露完毕。海外主要基金四季度全面增持中资顺周期及成长板块，尤其成长性较强的科技、医药以及顺周期的社服、大金融板块均获海外基金增配。而防御性较强的公用事业、必选消费以及新能源车板块则遭减配。
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