宏观经济韧性凸显成共识 外资：中国资产吸引力日益增强

Group 1 - The core viewpoint is that China's assets are increasingly attractive to foreign investors due to the resilience demonstrated in the macroeconomic environment amid global market volatility [1] - In the first half of the year, major global capital markets experienced significant fluctuations, but Chinese assets showed strong resilience, with the three major Hong Kong stock indices ranking among the top ten in terms of cumulative gains [1] - Foreign institutions' mid-term outlook for 2025 indicates that resilience is expected to remain the key characteristic of China's macroeconomy in the second half of the year [1] Group 2 - Consumer and export performance has exceeded expectations, contributing to a favorable macroeconomic environment [1] - The increasing attractiveness of Chinese assets is anticipated as the macroeconomic conditions improve [1]