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feng lei : wai zi kan kong zuo kong zhong guo li you zhan bu zhu
Author(s): 
Pages: 86
Year: Issue:  6
Journal: Economy

Abstract: 外资很难做空中国.虽然外资机构为做空唱空中国找了很多理由,但这些问题是被放大了.仔细推敲起来,这些理由都站不住脚.此外,我也认为,外资或是基于全球资源配置的考虑来增持或减持其股份,不能排除外资有可能是在假唱空而实际真做多. 外资目前做空的都是H股,而对于A股来说,影响更多的是情绪上的.从资金面的角度看,根本不会对A股市场造成大的冲击.而且长远来看,中国股市还有很多利好因素.
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