新兴市场基金降低对AI三巨头的集中持仓中国科技股等机会进入视野

格隆汇07-13

投资者正逐渐将目光从新兴市场中的人工智能(AI)明星股转向更广泛的投资领域。目前，仅三家总市值高达4.4万亿美元的韩国和中国台湾科技公司，就贡献了新兴市场指数中相当大比例的回报。摩根资产管理和Grantham Mayo Van Otterloo & Co.等机构正把资金配置到更广泛的经济领域，包括游戏、能源，甚至一家越南乳品企业。摩根资产管理表示，正在通过配置中国大陆和印度资产，降低对三家亚洲科技巨头的依赖。

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新兴市场基金降低对AI三巨头的集中持仓 中国科技股等机会进入视野

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新兴市场基金降低对AI三巨头的集中持仓中国科技股等机会进入视野