艾利克
02-10
说说你对这篇新闻的看法...
高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":401989349393048,"tweetId":"401989349393048","gmtCreate":1739149175760,"gmtModify":1739149177228,"author":{"id":3572923745096038,"idStr":"3572923745096038","authorId":3572923745096038,"authorIdStr":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.25","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>说说你对这篇新闻的看法...</p></body></html>","htmlText":"<html><head></head><body><p>说说你对这篇新闻的看法...</p></body></html>","text":"说说你对这篇新闻的看法...","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/401989349393048","repostId":2510076779,"repostType":2,"repost":{"id":"2510076779","kind":"news","pubTimestamp":1739147134,"share":"https://www.laohu8.com/m/news/2510076779?lang=&edition=full","pubTime":"2025-02-10 08:25","market":"hk","language":"zh","title":"高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2510076779","media":"华尔街见闻","summary":"据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。同时资金从硬科技向软科技转移的趋势也在DeepSeek发布后加剧。","content":"<html><head></head><body><p>DeepSeek正在改变全球资金流动趋势。</p><p>据<a href=\"https://laohu8.com/S/GS\">高盛</a>数据,<strong>自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。这反映出投资者正在重新评估科技行业内部的投资机会。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/796b802d542d8bfc3d12ad67e67228a4\" tg-width=\"473\" tg-height=\"346\"/></p><p>高盛报告指出,过去三个月,新兴市场和亚洲共同基金的配置正逐步从硬科技向软科技转移。这一趋势在1月底人工智能公司DeepSeek发布重要消息后更为明显。</p><p>同时,对冲基金对中国股票态度微妙变化。根据高盛Prime Services数据,1月份中国股票(包括在岸和离岸)出现适度净买入,风险偏好有所回升。不过,多空比率从近期高点回落。全球Prime账簿中对中国的配置仍处于5年低点附近,1月末净配置比例为7.1%。</p><p>从上周单周数据来看,除中国AH股外的新兴亚洲市场出现17亿美元的外资净流出,其中中国台湾市场流出最多,达8亿美元。印度、韩国和东盟国家和地区的外资流出规模分别为4亿美元、2亿美元和2亿美元。</p><p>非亚洲新兴市场同样面临资金压力,上周净流出2亿美元,主要来自巴西(1亿美元)和南非(5700万美元)。</p><p>相比之下,中国内地与中国香港股市间的互联互通资金流向较为乐观。春节后南向资金(内地投资者买入港股)流入有所放缓,但上周仍录得6亿美元净流入,今年以来累计流入已达170亿美元。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"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>高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国</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高盛解读资金流:基金”由硬转软“,资金逃离台韩股市,对冲基金增持中国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 08:25 北京时间 <a href=https://wallstreetcn.com/articles/3740691><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek正在改变全球资金流动趋势。据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。这反映出投资者正在重新评估科技行业内部的投资机会。高盛报告指出,过去三个月,新兴市场和亚洲共同基金的配置正逐步从硬科技向软科技转移。这一趋势在1月底人工智能公司DeepSeek发布重要消息后更为明显。同时,对冲基金对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740691\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4552":"Archegos爆仓风波概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK4585":"ETF&股票定投概念","YINN":"三倍做多富时中国ETF-Direxion","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念"},"source_url":"https://wallstreetcn.com/articles/3740691","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510076779","content_text":"DeepSeek正在改变全球资金流动趋势。据高盛数据,自1月27日DeepSeek发布以来,除中国外的新兴亚洲地区出现30亿美元资金外流,主要来自韩国和中国台湾市场(各10亿美元)。这反映出投资者正在重新评估科技行业内部的投资机会。高盛报告指出,过去三个月,新兴市场和亚洲共同基金的配置正逐步从硬科技向软科技转移。这一趋势在1月底人工智能公司DeepSeek发布重要消息后更为明显。同时,对冲基金对中国股票态度微妙变化。根据高盛Prime Services数据,1月份中国股票(包括在岸和离岸)出现适度净买入,风险偏好有所回升。不过,多空比率从近期高点回落。全球Prime账簿中对中国的配置仍处于5年低点附近,1月末净配置比例为7.1%。从上周单周数据来看,除中国AH股外的新兴亚洲市场出现17亿美元的外资净流出,其中中国台湾市场流出最多,达8亿美元。印度、韩国和东盟国家和地区的外资流出规模分别为4亿美元、2亿美元和2亿美元。非亚洲新兴市场同样面临资金压力,上周净流出2亿美元,主要来自巴西(1亿美元)和南非(5700万美元)。相比之下,中国内地与中国香港股市间的互联互通资金流向较为乐观。春节后南向资金(内地投资者买入港股)流入有所放缓,但上周仍录得6亿美元净流入,今年以来累计流入已达170亿美元。","news_type":1,"symbols_score_info":{"CNmain":1.1,"YINN":1.1}},"isVote":1,"tweetType":1,"viewCount":1316,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/401989349393048"}
精彩评论