看好中国资产！高盛、摩根大通、淡马锡……2月调研了这些股票

中证网2025-03-03

春节以来，海外投资者对A股上市公司的调研热情显著升温。　　据Wind数据，2月，包括高盛、摩根士丹利、摩根大通、淡马锡、景顺、贝莱德、瑞银等在内的213家外资机构对152家A股上市公司进行了调研。1月，共有180家外资机构调研了124家A股上市公司。2月参与A股调研的外资机构家数和被调研A股上市公司数量分别较1月增长了18%和23%。　　随着杭州“六小龙”火热出圈，人工智能（AI）和人形机器人...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2516681603?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-03 18:14","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2516681603","market":"sg","top_or_hot":-1,"title":"看好中国资产！高盛、摩根大通、淡马锡……2月调研了这些股票","media":"中证网","content":"<div>\n<p>春节以来，海外投资者对A股上市公司的调研热情显著升温。\n　　据Wind数据，2月，包括高盛、摩根士丹利、摩根大通、淡马锡、景顺、贝莱德、瑞银等在内的213家外资机构对152家A股上市公司进行了调研。1月，共有180家外资机构调研了124家A股上市公司。2月参与A股调研的外资机构家数和被调研A股上市公司数量分别较1月增长了18%和23%。\n　　随着杭州“六小龙”火热出圈，人工智能（AI）和人形机器人...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-03/doc-inenkrtz2321123.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>看好中国资产！高盛、摩根大通、淡马锡……2月调研了这些股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n看好中国资产！高盛、摩根大通、淡马锡……2月调研了这些股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 18:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-03-03/doc-inenkrtz2321123.shtml><strong>中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>春节以来，海外投资者对A股上市公司的调研热情显著升温。\n　　据Wind数据，2月，包括高盛、摩根士丹利、摩根大通、淡马锡、景顺、贝莱德、瑞银等在内的213家外资机构对152家A股上市公司进行了调研。1月，共有180家外资机构调研了124家A股上市公司。2月参与A股调研的外资机构家数和被调研A股上市公司数量分别较1月增长了18%和23%。\n　　随着杭州“六小龙”火热出圈，人工智能（AI）和人形机器人...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-03/doc-inenkrtz2321123.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868837136.USD","symbol_name":"CT (LUX) I AMERICAN \"8\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2025-03-03/doc-inenkrtz2321123.shtml","article_id":"2516681603","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516681603","pubTimestamp":1740996840,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"春节以来，海外投资者对A股上市公司的调研热情显著升温。　　据Wind数据，2月，包括高盛、摩根士丹利、摩根大通、淡马锡、景顺、贝莱德、瑞银等在内的213家外资机构对152家A股上市公司进行了调研。　　AI医疗也是调研重点之一。联影医疗、贝瑞基因、华大基因、鱼跃医疗、乐心医疗等是外资调研的热门公司，受到贝莱德、摩根大通、淡马锡等外资机构的关注。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","BK4552":"Archegos爆仓风波概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4127":"投资银行业与经纪业","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","JPM":"摩根大通","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GS":"高盛","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0971096721.USD":"富达环球金融服务 A"},"translate_title":"Optimistic about Chinese assets! Goldman Sachs, JPMorgan Chase, Temasek... researched these stocks in February","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GS":1,"JPM":1},"content_text":"春节以来，海外投资者对A股上市公司的调研热情显著升温。\n　　据Wind数据，2月，包括高盛、摩根士丹利、摩根大通、淡马锡、景顺、贝莱德、瑞银等在内的213家外资机构对152家A股上市公司进行了调研。1月，共有180家外资机构调研了124家A股上市公司。2月参与A股调研的外资机构家数和被调研A股上市公司数量分别较1月增长了18%和23%。\n　　随着杭州“六小龙”火热出圈，人工智能（AI）和人形机器人概念带动A股科技板块强势上涨。从被调研公司来看，外资机构对AI产业链相关的电气设备、电子元件、集成电路、生物科技等行业的关注度较高。其中，汇川技术、联影医疗、澜起科技、华测检测、奥比中光、雷赛智能、欧陆通等均迎来20家以上外资机构调研。此外，杭州银行、宁波银行、苏州银行等长三角地区城商行也受到外资机构关注。\n　　例如，机器人概念股汇川技术获贝莱德、摩根士丹利、摩根大通、淡马锡等外资机构调研，公司在人形机器人领域的业务布局受到重点关注；奥比中光获贝莱德、瑞银、阿布扎比投资局、千禧基金等外资调研，外资机构主要关注大模型发展对公司和具身智能行业的影响。\n　　芯片板块中，澜起科技获贝莱德、摩根资产管理（新加坡）、高盛（亚洲）、阿布扎比投资局等外资机构调研，华润微获施罗德投资管理、高盛（亚洲）等机构调研。此外，思特威、芯原股份、中科蓝讯等公司也获多家外资机构调研。\n　　AI医疗也是调研重点之一。联影医疗、贝瑞基因、华大基因、鱼跃医疗、乐心医疗等是外资调研的热门公司，受到贝莱德、摩根大通、淡马锡等外资机构的关注。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2516681603","isCrawlerRequest":true}