Group 1 - Morgan Stanley reports significant acceleration in foreign capital inflow and recovery in retail investor sentiment [1] - In January, net inflow from US and EU mutual funds into the Chinese stock market reached $8.6 billion (approximately 59.7 billion RMB), the highest level since October 2024 [1] - New account openings and net inflows from small orders (below 40,000 RMB) in A-shares hit new highs since 2025 [1] Group 2 - Goldman Sachs maintains an optimistic outlook on A-shares, citing broad recognition of "Chinese innovation" and strong interest in AI and robotics themes as factors supporting robust market sentiment for 2026 [1] - International firms like Fidelity International and Wellington Management also express positive views on the future performance of A-shares [1] - Over 100 A-share companies have been investigated by foreign capital this year, with AI companies continuing to attract interest [1]
大摩：1月美欧共同基金流入超80亿美元
Xin Lang Cai Jing·2026-02-05 09:03