去美元化加速！外资集体对华加仓，已吸纳5737亿，疯狂逃离美市场

Group 1 - The core viewpoint of the article emphasizes the significance of overseas capital increasing its allocation in China, signaling a potential stock market rebound, while also highlighting the importance of the 2026 Central Political Bureau meeting's focus on "deepening the construction of a unified national market" [1][3] - The article notes that by September 2025, foreign investment in China has exceeded 573.7 billion, indicating a growing recognition of the long-term logic of the Chinese market among overseas investors [3] - It mentions that investors from France, Germany, and South America have begun to increase their positions in Chinese assets, reflecting a rising confidence and interest in the Chinese market [5] Group 2 - The Central Political Bureau meeting on December 8 outlined a strategic framework for the economy in 2026, emphasizing "deepening the construction of a unified national market" as a focus for policy [8] - The meeting's shift from "preventing external shocks" to "coordinating domestic economic work and international economic struggles" indicates a proactive approach to external challenges while prioritizing internal order [10] - The article discusses the "regional economic fragmentation" issue in China, where administrative divisions create barriers that hinder cross-province operations and lead to inefficiencies [12][14] Group 3 - The article explains that the fragmented market results in high circulation costs and difficulties for enterprises to expand across provinces, ultimately suppressing domestic demand [20] - It argues that a unified market is essential for activating development potential by breaking down regional barriers, reducing circulation costs, and lowering product prices, thereby unleashing consumer potential [24] - The ongoing reforms aim to tighten tax regulations, eliminate administrative barriers, and unify industry standards, which are crucial for establishing a "national chessboard" approach [26]