各路资金正在A股买什么..

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上证指数站上年线，深证成指没上年线，不要激动，不要着急，等待相互验证。 “Overall flows on our pad during 9.24-9.26 were 1.6x to Buy. Both LOs (1.3x to Buy) and HFs (1.8x to Buy) were better buyers – overall the buying was more driven by HFs. However, we did see some LOs that haven’t been active in China for long have come back again to chase the rally.” - GS Trading Desk Message（Shi He） 总体流入量增加，市场活跃度起来了， 买入行为在当前总体还是由HF而非LO驱动的，但确实也可以看到一些在中国市场上活跃时间不长的Long Only投资者开始重新回归，追逐这一波反弹。 对于星球的朋友来说，比较重要的可能是涨了之后下一步怎么走，从行业视角上来看， 目前有三个主题是资金趋势流入最多的： 1）高股息：银行与有色为代表 政策支持在国有大行，但对冲基金的显著买入集中在中小型银行，可能是因为许多 ………………………………