CATL(SZ:300750) Zheng Quan Ri Bao Zhi Sheng·2025-08-07 16:37Group 1 - S&P Global Ratings maintains China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management effectiveness [1] - Foreign institutional investors have actively invested in Chinese assets, with 27 A-share companies showing QFII presence among their top ten circulating shareholders, totaling approximately 128.02 billion yuan [2] - Foreign public funds have accelerated their portfolio adjustments, favoring sectors such as technology manufacturing, innovative pharmaceuticals, and high-dividend stocks [3] Group 2 - Morgan Stanley, UBS, and other international institutions have expressed optimism about the Chinese stock market, with Goldman Sachs raising the MSCI China Index target from 85 to 90 points, indicating an 11% upside potential [5][6] - The overall valuation of the A-share market remains attractive, with a focus on companies with strong cash flow and sustainable ROE growth [6] - Recent months have seen a return of funds to Hong Kong and mainland China, with significant investments in Chinese bonds, facilitated by optimized "northbound swap" operations [7]