Core Insights - Morgan Stanley reports a significant increase in American investors' interest in Chinese stocks, the highest since the COVID-19 pandemic, particularly in AI humanoid robots, biotechnology, and innovative consumer sectors [1] - Over 90% of investors met during the roadshow expressed a willingness to increase their allocation to China, marking the highest level since the peak of the Chinese stock market in early 2021 [1] - Factors driving this renewed investment interest include China's global leadership in certain tech sectors, stabilizing economic policies from Chinese policymakers, and improved market liquidity [1] Group 1 - American investors' interest has expanded beyond ADRs and internet sectors to include A-shares, with a focus on themes like AI, semiconductors, and humanoid robots [2] - Historically, American investors concentrated on ADRs due to time zone limitations, but recent trends show a shift towards A-shares and Hong Kong stocks for thematic investments [2] - Quantitative and macro funds have indicated that using A-share ETFs and index futures is a quick and direct method to participate in the Chinese market when resources for bottom-up stock selection are limited [2]
大摩：美投资者对中国市场兴趣升至2021年初以来高位 逾90%愿意增中资股配置
智通财经网·2025-09-11 07:56