外资暂停中国投资？官媒称海外巨头 7 月纷纷加仓，阿里巴巴腾讯均在列

JIN10
2021.08.13 01:18

近期，网传以软银为首的外资暂停投资中国资产的事件持续发酵，而资管巨头贝莱德二季度大幅削减阿里巴巴仓位，一度引起市场的担忧。

不过，记者梳理海外基金 7 月份最新动态发现，富达、施罗德等不少资管巨头实际上并没有大幅度减持中国资产，反而在下跌的过程中逆势 “抄底”，腾讯、阿里、美团等均在增持名单中。

此外，英国知名投资机构 Baillie Gifford 近期也在大举增持美团，金额接近 20 亿港元。（证券时报）

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