Group 1 - Multiple foreign financial institutions have expressed a positive outlook on the Chinese market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks and Standard Chartered Bank also rating Chinese stocks as "overweight" in their 2025 global market outlook [2] - Hedge funds have rapidly increased their net purchases of Chinese stocks, marking the highest net buying volume globally in August, according to Goldman Sachs [2] - The State Administration of Foreign Exchange reported that foreign capital net increased holdings of domestic stocks and funds by $10.1 billion in the first half of the year, with significant increases in May and June, reaching a net increase of $18.8 billion [2] Group 2 - Foreign financial institutions are optimistic about the upcoming fourth quarter, as indicated by the recent report from S&P Global Ratings, which maintained China's sovereign credit rating at "A+" with a stable outlook [2]
超配!看好中国市场前景,外资持续“做多”中国资产