Q2阿里港股持股大增：贝莱德、先锋等机构转仓港股

新浪财经2021-08-20

过去几个月来，由于MSCI和FTSE指数调整，几大全球资产管理公司已将阿里巴巴美国存托股份（ADR）转仓至港股，导致二季度阿里巴巴港股持股大增。近日，有媒体报道称经查阅第二季度13F文件，发现贝莱德（BlackRock）二季度抛售88%的阿里巴巴ADR持仓，涉7，402万股，占其投资组合持股比例从0.56%下降至0.06%。有香港媒体查阅港交所中央结算系统（CCASS）持股纪录则发现，贝莱德并非...

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June1111
2021-08-21
June1111
要注意市场风险
小虎和小孩
2021-08-20
小虎和小孩
个人投资者还是谨慎吧。风险高。难预测

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GIMI中综合指数将由追踪阿里于纽交所挂牌的美股ADR，改为追踪于港交所挂牌的9988，于5月28日生效。富时指数（FTSE）则早在今年2月就公布这一调整，并已于3月22日生效。\n基于此，所有被动基金都会做出相应调整，将所持仓的阿里巴巴ADR转至港股。消息称，之后还会有其他指数基金会有类似操作。\n截至6月底，全球第二大资产管理公司先锋集团（Vanguard）将其持有的全部阿里巴巴ADR转仓至港股。此前纪录显示，截至2020年底，先锋集团持有6，265万股ADR。截至今年3月底，其将93.58%的美股持仓转至港股。\n另据港媒报道，港交所中央结算系统持股纪录显示，截至3月31日季度，阿里巴巴于CCASS持股量为82.8亿股（普通股，下同），占已发行股份的38.17%。截至6月底，CCASS持股量为101.18亿股，占已发行股份的46.64%。这意味二季度CCASS的阿里巴巴持股量净增加约18.38亿股或8.47%，反映持续有大户搬仓至港股。以6月30日收市价220港元计算，该批股份市值约4，043亿港元。\n与此同时，阿里巴巴的美股存托银行花旗银行于CCASS的持股量为36.93亿股，占已发行股份的17.02%。第二大持股中介人汇丰银行持股则由3月底的18.54亿股增至6月底的31.45亿股，占比由8.55%增至14.5%，也反映了大量机构转仓至港股的情况。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":836222399,"gmtCreate":1629502480811,"gmtModify":1629502480811,"author":{"id":"3526011163156582","authorId":"3526011163156582","name":"June1111","avatar":"https://static.tigerbbs.com/34aa7a0e8887f5ac20fb03740e2190f7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3526011163156582","authorIdStr":"3526011163156582"},"htmlText":"要注意市场风险","listText":"要注意市场风险","text":"要注意市场风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836222399","repostId":2160925877,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":836002981,"gmtCreate":1629434058243,"gmtModify":1631890082786,"author":{"id":"3582713177188935","authorId":"3582713177188935","name":"小虎和小孩","avatar":"https://static.tigerbbs.com/059621c51ba25b6a865b0278e6b8b9cb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582713177188935","authorIdStr":"3582713177188935"},"htmlText":"个人投资者还是谨慎吧。风险高。难预测","listText":"个人投资者还是谨慎吧。风险高。难预测","text":"个人投资者还是谨慎吧。风险高。难预测","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836002981","repostId":2160925877,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":15,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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