摩根大通、富达加仓京东阿里,是抄底还是接盘?

科创板日报2022-05-10

近期,部分外资巨头旗舰基金加仓了中国股票。其中,摩根大通的旗舰中国基金加仓京东和中国平安,富达中国焦点基金增持阿里巴巴、腾讯等。具体来看,来自摩根大通的旗舰中国基金“JPMorgan Funds-China FundA (acc) – USD”,3月对京东进行了大手笔加仓,加仓幅度为12.54倍。加仓后,京东位列其第四大重仓股,持仓市值为2.12亿美元。而富达旗下宁静管理的富达中国焦点基金“...

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