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外资如何看待本轮反弹?新加坡路演见闻
一个背景信息是,根据我们长期追踪的EPFR数据库显示,在加总的整体维度上,近期外资长线资金并没有回流(这部分对应EPFR统计口径下的主动投资者,因为长线资金大概率都是自下而上选股的主动投资者),反而依然在流出。被动资金(散户为主,用ETF交易更为便捷 ...
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