Jefferies增加了印度和台湾的分配,减少了中国和印度尼西亚的接触,并转移至三星的全球技术储备。 Jefferies boosted India and Taiwan allocations, cut China and Indonesia exposure, and shifted to Samsung in global tech stocks.

Jefferies将其亚洲太平洋前日本对印度和台湾的组合分配款分别增加了一个百分点,说明增长前景、基础设施发展和半导体需求都更加强劲。 Jefferies has increased its Asia Pacific ex-Japan portfolio allocations to India and Taiwan by one percentage point each, citing stronger growth prospects, infrastructure development, and semiconductor demand. 由于经济不确定性和政策关切,它减少了对中国和印度尼西亚的影响。 It reduced exposure to China and Indonesia due to economic uncertainty and policy concerns. 该银行还在其全球股票投资组合中以三星电子公司取代中亚银行,反映出向大额技术股票的转变。 The bank also replaced Bank Central Asia with Samsung Electronics in its global equity portfolios, reflecting a shift toward large-cap technology stocks. 调整是根据宏观经济趋势和市场动态不断优化投资组合的一部分。 Adjustments are part of ongoing portfolio optimization based on macroeconomic trends and market dynamics.