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二季度,大盘仍在千点上方震荡盘底,国内A股市场观望气氛浓厚,基金对下半的投资策略普遍持谨慎乐观的态度,纷纷调仓退守防御型及抗周期较为明显的行业。此时的QFII却表现出对A股市场的极大热情,人弃我取、乐此不疲地介入试点股、回购股等市场热点。在大举建仓A股之际,QFII一直力争打破40 亿美元的投资额度上限,而最近新增的60亿美元额度如何分配又成为QFII关注的问题。在如此低迷的行情下,QFII却加快吸货步伐意在长远。
In the second quarter, the broader market was still at the bottom of the 1000-point turmoil. The domestic A-share market saw strong sentiment. The fund generally adopts a cautiously optimistic attitude towards the second half of the investment strategy. Both of them have retreated to defensive positions and defy the cyclical industries. QFII at this time has shown great enthusiasm for the A-share market, people abandoned me to take this boredom involved in pilot stocks, buyback stocks and other market hot spots. In the large-scale Jiancang A shares, QFII has been trying to break the $ 4 billion investment limit, and the recent increase of 6 billion US dollars allocation has become QFII concerns. In such a depressed market, QFII to speed up the pace of asylum is intended long-term.