Group 1 - Recent data indicates a significant increase in international capital confidence towards the Chinese market, with new foreign investors appearing in A-share companies' top shareholder lists [1][2] - Notable new foreign shareholders include Traut Consulting and Brunei Investment Agency, marking their first appearances in A-share companies' top ten shareholders [2][3] - The return of established foreign investors, such as Korea's Bank and Jane Street, highlights a renewed interest in the A-share market after periods of absence [4][6] Group 2 - HSBC reports a substantial increase in foreign investors' exposure to the Chinese A-share market, marking the third consecutive month of net growth in foreign investment [6][7] - Key factors driving foreign capital inflow include a clear policy bottom, attractive valuations, and a global capital reallocation from dollar assets to non-dollar assets [7] - Analysts from Goldman Sachs and JPMorgan express optimism about the future performance of the Chinese stock market, predicting significant index growth and improved valuations in various sectors [7]
外资扫货A股！两大特点：“新面孔”频现，“老玩家”回归！
Zheng Quan Shi Bao·2025-11-01 08:52