谁在加仓中国资产

Group 1 - Foreign investment attitudes towards Chinese assets are changing, with active foreign capital starting to flow into A-shares for the first time since October of the previous year [1][5] - In the first half of the year, foreign capital net increased holdings in domestic stocks and funds by $10.1 billion, reversing a two-year trend of net reductions [1][9] - The Shanghai Composite Index has risen 15.11% year-to-date, with significant gains in various indices, indicating a strong performance of A-shares [3][4] Group 2 - Active foreign capital inflow into A-shares accelerated recently, with $9.145 million entering during the week of August 25-29, compared to $1.985 million the previous week [5][7] - Long-term stable foreign institutions have cumulatively invested approximately 67.7 billion HKD from May to the end of July, while short-term flexible foreign institutions added about 16.2 billion HKD [8] - The trend shows that foreign investors are increasingly interested in Chinese assets, particularly as the RMB appreciates and the profitability of A-shares and H-shares improves [6][10] Group 3 - Foreign investors are favoring specific Chinese stocks, with Xiaomi, Tencent, and BYD being among the top choices [12][13] - The preference for A-shares is growing, with foreign capital shifting from Hong Kong stocks to A-shares due to better performance [14] - Investment opportunities are seen in high-growth sectors such as hard technology, innovative pharmaceuticals, and core assets with global competitiveness [15]