外资真金白银来抢盘，实际下手早了半年！

Group 1 - Recent enthusiasm from international institutions towards Chinese assets is unprecedented, with S&P maintaining China's sovereign credit rating at "A+" with a "stable" outlook, which was welcomed by the Ministry of Finance [1] - As of August 7, 27 A-share companies had QFII as one of their top ten shareholders, with a total holding value exceeding 128 billion yuan, indicating strong foreign interest in the Chinese market [1] - Foreign public funds are accelerating their portfolio adjustments, focusing on sectors such as technology manufacturing, innovative pharmaceuticals, and high-dividend stocks, with significant increases in holdings reported by major funds [3] Group 2 - Despite the apparent positive sentiment, foreign capital has been entering the market for at least six months, as indicated by previous foreign research reports [4] - The behavior of institutions suggests that market movements are often influenced by their interests, and retail investors may not recognize the early signs of institutional entry [6] - Stocks that have seen significant price increases often exhibit a pattern of sustained institutional inventory data prior to the price surge, indicating a buildup of interest before public awareness [19]