Group 1 - The core viewpoint is that foreign investment interest in China is increasing due to the stable economic performance, policy benefits, and improved corporate profitability outlook [1][4][9] - Several foreign institutions, including UBS and Deutsche Bank, have raised their forecasts for China's economic growth in 2025, indicating a positive sentiment towards the Chinese market [4] - The consensus on the revaluation of Chinese assets has expanded, particularly driven by advancements in the technology sector, such as breakthroughs in artificial intelligence [4][6] Group 2 - The stability of the RMB exchange rate has contributed to a sustained willingness among foreign investors to allocate assets in RMB, making it an important asset for risk diversification and yield enhancement [4][9] - China's rapid development in various sectors, including pharmaceuticals, artificial intelligence, and new energy vehicles, has created unique competitive advantages in the market [6] - A recent survey indicated that 30% of central banks globally plan to increase their allocation to RMB assets, reflecting a growing trend in capital allocation towards China [9]
发展态势向好、政策红利释放、盈利前景改善 中国资产吸引力稳步提升
Yang Shi Wang·2025-08-28 09:05