Re: 陸中央罕見大篇幅部署房地產 這3點值得關注

"David Tepper is buying 'everything' in China:
ETFs...futures...everything' "
" 'Everything...everything - ETFs, we do futures...everything.
Everything. This is incredible stuff for that place, ok, so it's
everything.'David Tepper, founder, Appaloosa Management
That's billionaire David Tepper, widely seen as one of the most
successful hedge-fund managers of all time, telling CNBC in a rare
public appearance that he was going all-in on China after this week's
announcement of a range of stimulus measures aimed at boosting the
country's beleaguered economy.
..
CNBC's Becky Quick noted that a regulatory filing showed Tepper's
Appaloosa Management had cut back on a big position in Alibaba (BABA) in
the second quarter, and asked Tepper if he had re-upped his position.
Tepper didn't specify but said he was bullish on all aspects of China.
China's central bank this week has delivered a rate cut and announced a
range of monetary easing measures, while the Communist Party's top
decision-making body has pledged additional measures as Beijing attempts
to snap the economy out of a funk tied in part to a drawn-out real
estate crisis."
https://www.morningstar.com/news/marketwatch/20240926293/david-tepper-is-buying-everything-in-china-etfsfutureseverything