Morgan Stanley(US:MS) 智通财经网·2025-05-12 07:39Group 1 - The core viewpoint is that optimism surrounding US-China trade negotiations has led hedge funds, particularly American ones, to increase their long positions in Chinese stocks [1] - Morgan Stanley reported that following positive signals regarding a potential trade agreement, US hedge funds have re-embraced the Chinese market by increasing their holdings in US-listed Chinese stocks and domestic A-shares [1] - The MSCI China Index and the CSI 300 Index rose by 2.4% and 1.9% respectively ahead of the key trade negotiations held in Geneva [1] Group 2 - M&G Investments has recently increased its investments in the Chinese market, citing attractive risk-reward dynamics [2] - The global investor sentiment towards Chinese equities is currently at a low level, with Chinese stock valuations being considered low [2]