证券市场红周刊2023年08期-<artentek>电子书

　　　　

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证券市场红周刊2023年08期

作者：中国证券市场研究设计中心

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内容简介:

外资“偏好”从新能源转向消费，“隐形冠军”中盘股成加仓首选。国际知名指数公司MSCI(明晟公司)旗下3只与中国资产相关的指数最新季度调整结果于2月28日盘后生效，相关公司有望获得海外被动资金青睐。相较于2022年调入标的以新能源为主，今年被调入名单中的大消费板块个股明显增多，其中，生物医药受到较多关注。而从主动配置的北上资金增仓数据来看，处于细分行业龙头地位的中盘股，成为外资加仓首选。

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