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中国资产长假受追捧科技股前景被看好
Zheng Quan Shi Bao·2025-10-08 17:41

Group 1 - During the National Day and Mid-Autumn Festival holidays, major overseas stock markets performed well, with indices in Japan, South Korea, and the United States reaching historical highs [1] - The Nasdaq China Golden Dragon Index hit a 5-year high of 8945 points on October 2, with a year-to-date increase of 40% [1] - The Hang Seng Index and Hang Seng Tech Index also reached 5-year highs during the holiday period, with sectors like non-ferrous metals and biomedicine gaining attention [1] Group 2 - Morgan Stanley reported a net inflow of $4.6 billion into the Chinese stock market in September, marking the highest monthly inflow since November 2024, indicating a recovery in global investor confidence towards Chinese assets [1] - Passive funds have seen a cumulative inflow of $18 billion year-to-date, surpassing last year's total of $7 billion, driven by the expansion of international indices tracking A-shares [1] - Several foreign institutions, including Standard Chartered and Goldman Sachs, expressed optimism about Chinese assets, particularly in the technology sector, with significant target price increases for companies like Alibaba, Tencent, and Baidu [2]