利好来了！外资，出手！

Core Viewpoints - Global asset management giants are increasing investments in China's real estate market, signaling confidence in the sector's recovery [1][4] - Multiple foreign financial institutions have raised their economic growth forecasts for China following the release of Q2 economic data, indicating a positive outlook for the Chinese economy [2][3] Group 1: Foreign Investment in Real Estate - Schroders Capital has partnered with Zhejiang-based Xizi International to launch a private real estate equity investment fund with a total scale of approximately 3 billion yuan, focusing on prime office buildings and consumer infrastructure in core cities of the Yangtze River Delta [4] - Other foreign entities, such as the Hans Group and Temasek, are also establishing private funds in China, reflecting a growing interest and investment willingness from foreign institutions [4][5] Group 2: Economic Growth Forecasts - Morgan Stanley and Goldman Sachs have adjusted their GDP growth forecasts for China, with increases of 0.3 and 0.6 percentage points for 2025, respectively [2] - Nomura and JPMorgan have also raised their GDP growth predictions for 2025 by 0.5 and 0.7 percentage points, respectively, indicating a consensus among foreign institutions regarding China's economic recovery [2] Group 3: Manufacturing Sector Insights - China's manufacturing sector remains a highlight of the economy, supported by a complete industrial system that provides a solid foundation for both domestic and global markets [3] - The acceleration of high-end, intelligent, and green development in manufacturing is drawing significant attention from foreign analysts, particularly in sectors like semiconductors and electric vehicles [3] Group 4: Market Trends and Investment Strategies - The A-share market has shown a recent upward trend, with a slight adjustment observed on July 25, indicating a potential for continued growth [6] - Analysts suggest that the "anti-involution" policy could become a sustained investment theme, with a focus on high-quality housing and core urban areas [7]