中国策略：别把“别有用心”当“权威认可”

Investment Focus - Several foreign institutions, including JPMorgan Chase, Morgan Stanley, and Goldman Sachs, have newly invested in companies that have recently experienced significant price increases, with holdings ranging from tens of millions to hundreds of millions of dollars [1][6]. - The report highlights specific companies and their respective holdings by foreign institutions, such as Morgan Stanley holding 60,093 million yuan in Huace Testing (300012.SZ) and JPMorgan Chase holding 18,152 million yuan in Mengguli (301487.SZ) [3][6]. Market Speculation - There is speculation in the market that foreign investors are beginning to pay attention to certain stocks in the A-share market; however, the report cautions against being misled by those with ulterior motives [2][7]. - Some of the holdings may be purchased by clients of these foreign institutions through channels provided by the institutions, potentially creating an illusion of foreign buying or circumventing domestic regulations [2][7].