加仓中国资产

Group 1 - Foreign capital has shown increasing interest in the Chinese market, with a net inflow of 1.1 billion yuan from actively managed foreign investments for four consecutive weeks, marking the highest duration of net inflow since 2024 [3][4] - In August, foreign investors allocated approximately 39 billion USD to Chinese stocks and bonds, with 28.3 billion USD flowing into Chinese bonds and 10.8 billion USD into Chinese stocks, contributing to a total net inflow of around 39 billion USD [4] - International investment banks, such as Morgan Stanley and UBS, have noted a significant rise in overseas investors' interest in Chinese assets, with over 90% of U.S. investors expressing willingness to increase their allocation to the Chinese market, the highest level since early 2021 [4][5] Group 2 - The investment interest is extending towards the A-share market, with U.S. investors beginning to focus on A-shares rather than just American Depositary Receipts (ADRs) and internet sectors [6] - Factors driving this investment interest include China's leading position in sectors like humanoid robotics and biotechnology, ongoing policy support for economic stability, improved market liquidity, and a growing need for portfolio diversification away from the U.S. market [6][7] - Despite the heightened interest, the inflow of U.S. funds into the Chinese market is still in its early stages, with many investors needing time to familiarize themselves with specific stocks, particularly in sectors lacking U.S. counterparts [7]