高盛：10万亿资金待入市！A股90%个股站上均线，中小盘迎爆发期

Group 1 - The A-share market is experiencing a strong upward trend, with major indices reaching new highs and foreign institutions maintaining an optimistic outlook on the Chinese stock market, particularly on small and mid-cap stocks [1] - Goldman Sachs reports that only 22% of household financial assets are currently allocated to stocks and related products, indicating a potential inflow of over 10 trillion yuan, which provides substantial incremental funding support for the market [3] - The focus is on mid-cap indices such as the CSI 1000 and CSI 500, which benefit from a higher proportion of retail investors and a more balanced industry allocation, aligning with the current economic transformation and upgrading direction [3] Group 2 - Technical indicators show a market expansion effect, with A-shares being the most net bought market, reflecting continued foreign optimism towards the Chinese stock market [4] - Approximately 10% of the Shanghai Composite Index constituents and 8% of the Shenzhen Component Index constituents have reached 52-week highs, indicating strong market momentum [4] - About 90% of the constituents in both the Shanghai and Shenzhen indices are trading above their 50-day moving average, suggesting that concentration risk is diminishing and investor confidence is broadening [4]