Alibaba shares (BABA) (HK:9988) jumped 11% in early trade. The stock has surged 66% this year as investors including David Tepper and Michael Burry bet that Chinese stocks get a lift from the ...
与此同时,主打科创属性的科创板公司也正在持续被公募基金大力买入。根据wind数据统计,截至2024年年底,主动权益类基金对科创板公司的配置比例,从去年三季度末的10.54%加仓到四季度的13.02%,创科创板开板以来仓位新高,超配约5.49%。
One of the best Wall Street strategies is to track the investments of billionaires such as David Tepper, who has a net worth ...
ANET stock faces bearish momentum ahead of Q4 earnings, hedge fund exits position. Stock currently maps against Wall Street estimates with potential for bounce near 200-day SMA. Analysts see 5% upside ...
Despite the ongoing threat of tariffs, billion-dollar hedge fund Appaloosa Management is betting on Chinese AI picks — at the ...
Not only is New Jersey home to some of America’s ultra-rich, but many billionaires grew up in the Garden State.
Michael Burry trimmed his stake significantly in Alibaba Group Holdings and JD.com in Q4 2024 due to prolonged volatility in China's stock markets before the DeepSeek AI rollout.
12月17日,港股高开后震荡,恒生科技指数盘中涨超2%,腾讯盘中涨近8%。中国科技资产相关ETF交投活跃,中概互联ETF(159605)、中概科技ETF(517350)、恒生科技ETF龙头(513380)等备受市场关注。 近期,资金持续加仓港股态势显著。Wind数据显示,截至2月14日收盘,恒生科技指数已累计大涨17%,冲破3年新高。拉长周期看,截至今年1月底,南向资金已连续第19个月持续资金净买 ...
德银亚太区公司研究主管马力勤在最新研报中表示,2025年中国企业的全球化进程有望使“估值折价”逐渐消失,并有望在未来扭转为“溢价”。中期来看,国际投资者将加速增配中国资产,预计A股及港股在中期会延续涨势。
在许多外资资管巨头看来,如今的中国市场就是“鱼多的地方”。他们认为,随着中国企业在全球市场展现出不凡的竞争力,中国资产的估值在某个时候应由折价转变为溢价,如今应该调整策略,重新规划在中国资本市场的配置比例 ...
The software I use to transcribe my interviews has started naming each audio file based on the content of the interview. It’s ...