全球基金加仓比亚迪、阿里巴巴等中国股票

中国基金报2025-04-21

近日，海外基金披露持仓数据，外资投资动向浮出水面。继2月大手笔加仓中国互联网股票之后，3月海外基金加仓比亚迪、紫金矿业等中国公司。外资机构表示，中国一季度GDP增速超预期，尽管存在关税因素扰动，但是中国推出的财政刺激政策，有望成为强有力的对冲力量。海外基金加仓比亚迪等安联神州A股基金Allianz Global Investors Fund-Allianz China A Shares最新规模为...

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Opps最新规模为48亿美元。截至3月底，该基金第一大重仓股为法国奢侈品品牌爱马仕国际。前十大重仓股还包括Spotify、墨西哥电商公司美卡多、SAP、比亚迪股份、台积电等。与上一披露期相比，基金对比亚迪股份的增持幅度高达39.85%，增持后，比亚迪股份位列其第七大重仓股。资本集团旗下的新世界基金最新规模为599亿美元。截至3月底，基金的第一大重仓股为台积电，腾讯控股和贵州茅台分列第五和第九大重仓股。与上一披露期相比，基金小幅加仓贵州茅台，减持了腾讯控股，对美团的加仓幅度为24.71%。全球规模最大主动管理新兴市场基金之一的景顺旗下Invesco Developing Markets，其最新规模为139亿美元，截至2月底，腾讯控股、美团为该基金的第二大和第五大重仓股；基金加仓阿里巴巴42.4%，加仓港交所22.95%。富达国际旗下Fidelity Emerging Markets Fund最新规模为69亿美元。截至2月底，基金前十大重仓股包括台积电、腾讯控股、英伟达、阿里巴巴、拼多多、京东等；2月，基金对阿里巴巴的加仓幅度高达100%。财政刺激政策有望对冲关税影响瑞银财富管理亚太区投资总监及宏观经济主管胡一帆表示，一季度中国GDP增速超出预期，主要源于出口前置和政策引导下的消费复苏。在关键指标中，关税带来的出口前置使得一季度出口增长保持韧性，同比增长5.8%；消费品以旧换新政策持续显效，社会消费品零售总额同比增速从前值的3.7%跃升至4.6%，固定资产投资增速也从前值的2.7%升至4.2%。胡一帆预计，中国或出台有力的支持政策，以缓解关税带来的压力。除了之前宣布的2万亿元财政刺激计划外，预计政府还可能增加1万亿~3万亿元的刺激计划，保持支持性货币政策。景顺亚太区（日本除外）全球市场策略师赵耀庭表示，尽管受到关税因素扰动，但是中国正推出财政刺激政策，这有望成为强有力的对冲力量。景顺表示，已经能够看到中国经济复苏的“萌芽”，例如3月贷款增长加速。景顺将关注更多硬经济数据，包括国内消费数据，这也是政策制定者的重点目标领域。（记者 吴娟娟）免责声明：以上内容为本网站转自其他媒体，相关信息仅为传递更多信息之目的，不代表本网观点，亦不代表本网站赞同其观点或证实其内容的真实性。如稿件版权单位或个人不想在本网发布，可与本网联系，本网视情况可立即将其撤除。素材源：吕怡蕾编辑：康书源审核：吴娜","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":0,"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; 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全球基金加仓比亚迪、 阿里巴巴等中国股票

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全球基金加仓比亚迪、阿里巴巴等中国股票