外资加速涌入中国股市 市场活跃度持续提升

Group 1 - Increased interest from overseas funds in the Chinese stock market, with global active funds' allocation rising to 6.4% as of July [1][2] - Passive funds have seen significant inflows, with a total of $11 billion entering the Chinese market by the end of July, surpassing the entire inflow of $7 billion for 2024 [2] - Korean investors have increased their holdings in Chinese stocks to $3.386 billion, marking a nearly 30% growth since the end of 2024 [2] Group 2 - Foreign capital is concentrated in leading industry stocks, with significant trading volumes in companies like CATL and Kweichow Moutai, indicating strong foreign interest [3] - The frequency of foreign buying has increased, with stocks like Double Ring Transmission and Huaming Equipment reaching foreign ownership limits [3] Group 3 - The weakening of the US dollar has contributed to the improved performance of emerging markets, including China, with the dollar index down 7.85% year-to-date [4] - A-shares have seen increased trading activity, with average daily turnover rising to approximately 1.95 trillion yuan in August, up from 1.63 trillion yuan in July [4] Group 4 - The focus on growth sectors is becoming clearer, with expectations that growth styles will outperform value styles, particularly in the context of improved liquidity [5] - Long-duration assets are being highlighted for their investment value, especially in high-dividend companies and technology firms that can benefit from AI applications [6]