管理规模达470亿美元的南非基金经理减持AI芯片股转而加码印度股市

环球市场播报07-17 16:44

　　管理规模达470亿美元的南非资产管理公司Coronation Asset Management Ltd．已削减对芯片制造商的投资，并提高印度市场配置比例，因为市场对人工智能（AI）概念股的预期已升至几乎不可能逾越的水平。

　　这家南非资产管理公司的31亿美元全球新兴市场基金在第二季度将SK海力士和台积电的合计持仓比重从去年12月底的约8%降至约5%。

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管理规模达470亿美元的南非基金经理减持AI芯片股 转而加码印度股市

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管理规模达470亿美元的南非基金经理减持AI芯片股转而加码印度股市