QDII funds reduce holdings in US stocks for risk aversion, reflecting a shift in capital preferences

Wallstreetcn
2025.04.21 22:31

Recently, the quarterly reports of public funds have been successively disclosed. From the latest disclosed positions of QDII funds, some fund managers have significantly reduced their holdings in US stocks and increased their positions in A-shares and Hong Kong stocks. Several industry insiders have stated that considering the current uncertainties, global funds are taking a cautious attitude towards US stocks. At the same time, new breakthroughs in China's technology sector have made Chinese assets significantly attractive globally. Although some individual stocks have recently adjusted, the logic of re-evaluating Chinese assets remains unchanged. (Shanghai Securities Journal)

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