全球最大主权基金加仓千亿中国股票，重仓阿里、腾讯

人民币交易与研究2021-02-26

近日，全球最大主权基金——挪威政府全球养老基金公布2020年年报。截至2020年底，基金规模达到10.914万亿挪威克朗（折合人民币83458亿元）。其中，权益资产投资占72.8%，固收资产投资占24.7%，房地产投资占2.5%。该基金去年还大幅增仓了A股，第一大重仓股为中国平安，持仓市值为82亿元；贵州茅台持仓市值约42亿元。虽然2020年充满了不确定性和重大市场波动，但挪威政府全球养老基金表现...

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AliciaLing
2021-02-27
AliciaLing
重仓阿里，但昨天跌得我头破血流😔
- Miaw:
  相信，就得坚持 [开心]
原来的样子
2021-02-26
原来的样子
加油

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Planta近期在接受中国证券报采访时表示：1）在全球低利率的环境下，中国的货币政策比较合理，这支撑人民币走强；2）中国是全球少数在未来可维持高速增长的经济体；3）国际指数已经将A股纳入。海外机构投资者对A股相对低配，他们增加A股投资是必然趋势。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":366300559,"gmtCreate":1614389585671,"gmtModify":1703477191379,"author":{"id":"3558680293731120","authorId":"3558680293731120","authorIdStr":"3558680293731120","name":"AliciaLing","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3558680293731120"},"htmlText":"重仓阿里，但昨天跌得我头破血流😔","listText":"重仓阿里，但昨天跌得我头破血流😔","text":"重仓阿里，但昨天跌得我头破血流😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366300559","repostId":1172587149,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3682458,"gmtCreate":1614500368958,"gmtModify":1635760272761,"authorId":3569028586400878,"author":{"id":3569028586400878,"authorId":3569028586400878,"name":"Miaw","avatar":"https://static.tigerbbs.com/bd318611f16b0eb6de098c8b733c85fd","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":366300559,"type":1,"supId":0,"prevId":0,"content":"相信，就得坚持 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