外资机构密集发声力挺中国资产 科技企业受追捧

Group 1 - Foreign institutions have raised their economic growth forecasts for China, with Deutsche Bank increasing its 2025 GDP growth prediction by 0.2 percentage points, Morgan Stanley by 0.3 and 0.2 percentage points for this and next year respectively, and Nomura by 0.5 percentage points for the entire year [1][2] - Most foreign institutions believe that the Chinese stock market is undervalued and has strong profit growth potential, with Goldman Sachs maintaining an overweight recommendation for A-shares and Hong Kong stocks, predicting a target of 4600 points for the CSI 300 index and 84 points for the MSCI China index, implying about a 10% upside [1][2] - The overall valuation of the Chinese stock market is still low and has returned to long-term averages, presenting an attractive opportunity for long-term investors [2][3] Group 2 - Global investors are increasingly interested in Chinese assets, with a notable rise in the allocation of global active funds to China from a low of 5% to 6.4% between September 2022 and April 2023, indicating a growing willingness to invest [2][3] - The technology sector, particularly AI, is a focal point for foreign investors, with expectations that AI's widespread adoption could boost overall earnings of Chinese stocks by 2.5% annually over the next decade [3][4] - There is a strong interest in companies that can deliver growth and excess returns across various sectors, including technology, healthcare, new energy, and new consumption, attracting attention from overseas investors [4]