Group 1 - Global capital allocation towards Chinese assets has surged since the beginning of 2026, with foreign investments showing strong confidence in the resilience and value of the Chinese economy [1] - Morgan Stanley has invested over 1 billion HKD in multiple Hong Kong-listed companies, reflecting a bullish sentiment towards the market [1] - Goldman Sachs predicts that the Chinese stock market will expand further in 2026, driven more by profit growth rather than mere valuation increases, with internet and hardware companies expected to see around 20% annual profit growth [1] Group 2 - CITIC Securities attributes the market excitement at the start of 2026 to a concentration of previously cautious funds entering the market, indicating a "desire for growth" among investors [4] - The current market heat is considered high, but sentiment indicators have not shown signs of weakening, suggesting that the upward trend in thematic and small-cap stocks may continue until after the Two Sessions [4] - Analysts recommend focusing on structural investment opportunities and suggest that investors take advantage of dips in the market, particularly before the important window for 2025 annual performance forecasts [4]
全球资金对中国资产的配置热情持续高涨
Huan Qiu Wang·2026-01-12 01:08