《大行報告》大摩統計被動型基金經理對中資科網股近月持倉資金變動估算(表)
摩根士丹利發表中國資本市場策略報告,統計出股票級被動型基金經理(Stock-level passive managers)對納斯達克中國金龍指數部分股份的近月及今年以來持倉資金變動估算:
(一)
股份│10月以來資金變動│9月資金變動
騰訊(00700.HK)│流入9.29億美元│流出53.34億美元
阿里巴巴(BABA.US)│流入2.3億美元│流出37.02億美元
美團-W(03690.HK)│流入5.08億美元│流出18.43億美元
京東(JD.US)│流入2.55億美元│流出18.39億美元
百度(BIDU.US)│流入1.48億美元│流出11.29億美元
拼多多(PDD.US)│流入5.78億美元│流出3.2億美元
快手-W(01024.HK)│流出1.65億美元│流出6.47億美元
網易(NTES.US)│流出5,980萬美元│流出7.33億美元
嗶哩嗶哩(BILI.US)│流出500萬美元│流出3.62億美元
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30隻納斯達克中國金龍指數成份股│流入25.39億美元│流出175.84億美元
(二)
股份│今年以來資金變動
騰訊│流出76.13億美元
阿里巴巴│流出23.59億美元
美團│流出9.05億美元
京東│流入6.13億美元
百度│流出1,230萬美元
拼多多│流入19.51億美元
快手│流出6,280萬美元
網易│流出7.88億美元
嗶哩嗶哩│流出6.7億美元
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30隻納斯達克中國金龍指數成份股)│流出99.9億美元
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