---
title: "“借基” 持有中国资产，全球资金再布局大幕开启"
description: "外资机构与中国私募的沟通频率提高，未出现净赎回，选择坚定持有或小幅加仓中国资产。随着美债市场震荡加剧，外资寻求替代投资标的，中国市场有望成为全球资金再布局的主要阵地。科技板块吸引全球投资者关注，多只科技股受到外资和私募的调研。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/236852650.md"
published_at: "2025-04-21T22:33:06.000Z"
---

# “借基” 持有中国资产，全球资金再布局大幕开启

> 外资机构与中国私募的沟通频率提高，未出现净赎回，选择坚定持有或小幅加仓中国资产。随着美债市场震荡加剧，外资寻求替代投资标的，中国市场有望成为全球资金再布局的主要阵地。科技板块吸引全球投资者关注，多只科技股受到外资和私募的调研。

近日采访多家头部私募获悉，外资机构提高了与中国私募机构的沟通频率，但并未出现净赎回情况，外资选择坚定持有或小幅加仓中国资产。在业内人士看来，伴随美债市场震荡加剧，全球市场不确定性增强，外资机构正在寻找替代的投资标的，中国市场有望成为全球资金再布局的 “主要阵地” 之一。从资金关注的投资机会来看，科技板块吸引全球投资者目光，多只科技股受到外资和私募的组团调研。（上证报）

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。