如何投资中国消费热潮_时事_双语阅读-查字典英语网

如何投资中国消费热潮

不过，很多专业投资者在中国遭遇惨败。由富达的安东尼波顿(Anthony Bolton)在中国管理的一只基金，表现逊于投资者预期。波顿在英国被认为是选股大师。两年前退休时，他承认对中国市场很多事情都想错了。

There are some managers of pan-Asian funds who are playing the Chinese consumer boomwithout owning too many risky Chinese companies. One is Angus Tulloch, who runs the FirstState Asia Pacific Leaders fund and whose second-biggest holding is Taiwan SemiconductorManufacturing Corp, a huge supplier of the chips that power Chinese smartphones. His third-largest is Hong Kong conglomerate CK Hutchison, which owns a clutch of retailers in theterritory, from drugstore Watsons to electricals chain Fortress, that are popular withshoppers visiting from Chinese mainland.

现在有一些泛亚洲基金的经理正在利用中国消费热潮，却对高风险的中国公司持股不多。杜乐奇(AngusTulloch)就是其中一位，他管理着First State Asia Pacific Leaders基金。他持有股份第二多的企业是台积电(Taiwan Semiconductor Manufacturing Corp)。台积电是助力中国智能手机行业发展的芯片的供应商巨头。杜乐奇持股第三多的是香港的长江和记实业(CK Hutchison Holdings)。长江和记在香港拥有众多零售商，从药店屈臣氏(Watsons)到电器连锁商丰泽(Fortress)，这些零售商很受中国内地来港购物者的青睐。