外资开年频频加仓中国资产

Group 1: Foreign Investment Trends - Foreign institutions are increasingly enthusiastic about allocating assets in China, reflecting expectations of economic stabilization and the attractiveness of undervalued Hong Kong stocks [2][9] - In the first trading days of 2026, JPMorgan Chase significantly increased its holdings in several Hong Kong-listed companies across various sectors, including new energy and biomedicine [1][4][8] Group 2: Specific Investments by JPMorgan - JPMorgan Chase invested over 700 million HKD to increase its stakes in multiple Hong Kong stocks, including approximately 793,478 shares of Ningde Times at an average price of 514.76 HKD per share, totaling around 408 million HKD [4][6] - The bank also acquired shares in other companies such as Sinopharm and Ganfeng Lithium, with notable investments including 317.3 million shares of Sinopharm at an average price of 78.45 HKD, amounting to about 249 million HKD [6] Group 3: Broader Market Sentiment - The trend of foreign capital inflow into Chinese technology ETFs has been strong, with funds like Invesco's China Technology ETF seeing a 6.53% increase in assets to 3 billion USD since the end of 2025 [12][14] - Analysts believe that the long-term growth logic of China's technology sector remains solid, with expectations for continued performance in 2026, particularly in AI and advanced manufacturing [15][16] Group 4: Future Outlook - The outlook for 2026 suggests that foreign capital will continue to actively invest in China's advanced industries, with a focus on sectors like biomedicine and new energy, which have shown strong appeal to foreign investors [8][10] - Predictions indicate that the MSCI China Index and the CSI 300 Index could rise by 20% and 12% respectively in 2026, driven by accelerated corporate earnings growth [10]