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高盛新兴市场洞察基金调仓中概:大幅增持阿里、理想,减持网易,腾讯升为头号重仓

Goldman Sachs Emerging Markets Insight Fund position adjustment estimate: Significantly increasing Ali and Ideal holdings, reducing NetEase holdings, and Tencent rising to the top position

Moomoo 24/7 ·  Dec 26, 2023 19:26
In the three months up to the end of October, the fund's Alibaba holdings increased 65%, ideal holdings nearly 30 times, and Yunnan Baiyao's holdings increased more than 9 times; TSMC's holdings fell 22%, falling to the second-largest stock in market capitalization, and NetEase's holdings were reduced by 76%; liquidated Baisheng China; added 2.13 million Saudi Aramco shares, China COSCO 12.2 million shares, and Shiyao Group 11.6 million shares.
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