《大行》花旗：美投资者认为中国互联网业提供吸引机会长仓基金对中资股由减持转增持

阿斯达克财经05-03

花旗发表报告指，注意到美国投资者普遍认同中国互联网行业提供极具吸引力的机会，因为股东回报和盈利质量不断改善，且估值不高。花旗指，近期与美国投资者进行会议，主要讨论议题包括中国互联网行业近期股价反弹的原因；最新的中国宏观经济和公司基本面；股东回报政策和估值。具体而言，长仓基金对中资股由减持转增持，同时注意到该行业的持股比例偏向于长仓基金，对冲基金亦有选择性参与。讨论最多的股票包括腾讯(00700....

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《大行》花旗：美投资者认为中国互联网业提供吸引机会 长仓基金对中资股由减持转增持

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《大行》花旗：美投资者认为中国互联网业提供吸引机会长仓基金对中资股由减持转增持