CICC 24Q1 Active Equity Fund Analysis: The ratio of Hong Kong stocks showed an increase in the energy and raw materials industries and a significant increase in holdings

In terms of asset allocation, there has been a correction in stock positions, and the Hong Kong stock ratio has shown an increase. In terms of Hong Kong stocks, heavy holdings are concentrated in the IT industry, energy industry, non-essential consumption and healthcare industries. Among them, the energy industry and raw materials industry saw significant increases in 2024Q1.

Zhitong FinanceApr 24 02:25 ET

The big guys have the latest stock positions!

Kweichow Moutai holds the top position in heavy stocks

Gelonghui FinanceApr 23 22:09 ET

North and South Water | Nanshui is buying resource stocks and liquor stocks, and Beishui continues to buy China Mobile Tencent and Bank of China

The net sale of A-shares was $2,997 billion, and the net purchase of Hong Kong shares was HK$2.34 billion by Northbound Capital.

Gelonghui FinanceApr 23 09:06 ET

Illustrated 2024 Public Fund Quarterly Report

Disclosure of the top 20 heavy stocks

Gelonghui FinanceApr 22 23:07 ET

North and South Water | Nearly 900 million foreign capital sweeps Maotai, Beishui furiously increases its holdings with Tencent and Bank of China

Northside Capital made a net purchase of 1,389 million yuan of A-shares, and today Nanxia Capital made a net purchase of HK$2,901 billion in Hong Kong shares.

Gelonghui FinanceApr 22 06:24 ET

E-Fangda Consumer Industry Quarterly Report released! Xiao Nan: Adding sectors such as home appliances and auto parts

Recently, E-Fangda Consumer Industry, managed by Xiao Nan and Wang Yuanchun, disclosed a quarterly report.

Zhitong FinanceApr 21 22:30 ET