---
title: "“借基” 持有中國資產，全球資金再佈局大幕開啓"
description: "外資機構與中國私募的溝通頻率提高，未出現淨贖回，選擇堅定持有或小幅加倉中國資產。隨着美債市場震盪加劇，外資尋求替代投資標的，中國市場有望成為全球資金再佈局的主要陣地。科技板塊吸引全球投資者關注，多隻科技股受到外資和私募的調研。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/236852650.md"
published_at: "2025-04-21T22:33:06.000Z"
---

# “借基” 持有中國資產，全球資金再佈局大幕開啓

> 外資機構與中國私募的溝通頻率提高，未出現淨贖回，選擇堅定持有或小幅加倉中國資產。隨着美債市場震盪加劇，外資尋求替代投資標的，中國市場有望成為全球資金再佈局的主要陣地。科技板塊吸引全球投資者關注，多隻科技股受到外資和私募的調研。

近日採訪多家頭部私募獲悉，外資機構提高了與中國私募機構的溝通頻率，但並未出現淨贖回情況，外資選擇堅定持有或小幅加倉中國資產。在業內人士看來，伴隨美債市場震盪加劇，全球市場不確定性增強，外資機構正在尋找替代的投資標的，中國市場有望成為全球資金再佈局的 “主要陣地” 之一。從資金關注的投資機會來看，科技板塊吸引全球投資者目光，多隻科技股受到外資和私募的組團調研。（上證報）

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Tempus AI EVP Erik Phelps Sells Shares | Erik Phelps, EVP and Chief Admin. Officer of Tempus AI, sold 9,464 shares of Class A Common Stock on February 19, 2026,  | [Link](https://longbridge.com/zh-HK/news/276495655.md) |
| Annette Franqui Purchases 1,540 Shares of OFG Bancorp (NYSE:OFG) Stock | OFG Bancorp Director Annette Franqui purchased 1,540 shares of the company's stock at $42.06 per share, totaling $64,772 | [Link](https://longbridge.com/zh-HK/news/276494822.md) |
| ConocoPhillips considers selling Permian assets worth $2 billion, Bloomberg News reports | Feb 20 (Reuters) - ConocoPhillipsis exploring a sale of some of its Permian Basin assets as part of a broader streamlini | [Link](https://longbridge.com/zh-HK/news/276478732.md) |
| IronBridge Private Wealth LLC Has $905,000 Holdings in Apple Inc. $AAPL | IronBridge Private Wealth LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 77.3% in Q3, holding 3,555 shares valued  | [Link](https://longbridge.com/zh-HK/news/276436345.md) |
| Financial Advocates Investment Management Lowers Stock Position in Meta Platforms, Inc. $META | Financial Advocates Investment Management reduced its stake in Meta Platforms, Inc. by 66.7% in Q3, now holding 2,343 sh | [Link](https://longbridge.com/zh-HK/news/276432394.md) |

---

> **免責聲明**：本文內容僅供參考，不構成任何投資建議。