对中国市场押注，成了华尔街“最拥挤的交易”_老虎社区_美港股上老虎

对中国市场押注，成了华尔街“最拥挤的交易”

华尔街见闻2023-02-16

投资者对中国经济前景的乐观情绪不断增强。策略师认为，中国股市仍有进一步的上涨空间。随着投资者纷纷转向中国市场和新兴市场股票，对中国市场的押注已经成为了华尔街“最拥挤的交易”。周三，美国银行对262名基金经理的月度调查显示，今年2月，全球基金经理连续第三个月增加了对包括中国在内的新兴市场的股票配置。超过20%的基金经理认为，“做多中国”已经成为市场上“最拥挤的交易”，这是自该调查始于1985年以来的...

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LQN林
·2023-02-16
去小A那边玩吧
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旷世猛男
·2023-02-16
It is time to cut
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细嫩老夫
·2023-02-16
你们反应太直接了...好歹委婉点么
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Tom_8777
·2023-02-16
这么恶心的话谁编出来的？这是老虎不是东财
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3
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iAm22
·2023-02-16
那就是差不多可以开始抛了，都知道大A不宜久留！卖一个季度再回来！
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- iAm22:
  做空啊！不更香吗？
  2023-02-16
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- 遥_cici__:
  可以抛了，类似人民日报说的6000点是起点
  2023-02-16
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楠楠的宵
·2023-02-16
自娱自乐high成狗
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牛牛坚强妈
·2023-02-16
别扯淡了！
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里二外三
·2023-02-16
一句实话都没有
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认为，现金充足的中东主权财富基金也可能推动中国股市上涨：鉴于能源生产商在金融市场上的购买力大幅上升，现在正是他们投资这些财富的好时机。石油美元投资者将利用他们的财富来巩固长期的经济和商业关系，尤其是与其他新兴市场的关系。但基金经理们也认为，交易已经火热到“令人担忧”——中国股票越来越受欢迎，令人难以相信市场热情会毫不减弱地持续下去。超过三分之二的受访者指出，他们认为中国经济重新开放可能推高全球通胀，基金经理面临的最大尾部风险是，通胀将在更长时间内顽固地保持在较高水平。美国银行全球研究部首席投资策略师 Michael Hartnett 表示：中国经济重新开放显然对全球经济增长有利，但如果这真的转化为更高的通胀压力，就像疫情后复苏期间我们在世界其他地区看到的那样，那么这可能给（中国以外的）央行带来问题。与此同时，周三，中国人民银行连续三个月超额续作MLF，开展了4990亿元MLF操作，以及2030亿元公开市场逆回购操作。交易公告称，两项操作充分满足了金融机构需求。Ceb International Inv Corp Ltd. 研究主管 Banny Lam 向媒体表示：这是一次短期调整，随着中国政府对中国经济的不同领域提供更多政策支持，引导市场，香港和中国内地市场都可能在3月份出现反弹。","kind":null,"is_publish_news":true,"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":625589472,"gmtCreate":1676559427496,"gmtModify":1676559429500,"author":{"id":"4098290020379980","authorId":"4098290020379980","name":"LQN林","avatar":"https://static.tigerbbs.com/e2cfcfcc3a0b79f73ffdadb87a23a589","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":1,"crmLevelSwitch":1,"idStr":"4098290020379980","authorIdStr":"4098290020379980"},"htmlText":"去小A那边玩吧&nbsp;&nbsp;","listText":"去小A那边玩吧&nbsp;&nbsp;","text":"去小A那边玩吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625589472","repostId":1166103895,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":625580944,"gmtCreate":1676558604788,"gmtModify":1676558608660,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"htmlText":"It 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