Core Viewpoint - Foreign capital continues to flow into China, indicating a positive trend in global asset allocation towards the Chinese market [2] Group 1: Foreign Capital Inflow - The article highlights that foreign investment in China has shown a consistent upward trajectory, reflecting growing confidence among international investors [2] - Specific data indicates that foreign capital inflow reached a significant milestone, with a notable increase of 15% year-on-year [2] - The trend is supported by favorable economic indicators and government policies aimed at attracting foreign investment [2] Group 2: Market Implications - The influx of foreign capital is expected to bolster the Chinese stock market, providing liquidity and enhancing market stability [2] - Analysts predict that sectors such as technology and consumer goods will benefit the most from this foreign investment trend [2] - The article suggests that sustained foreign interest could lead to increased valuations for Chinese companies, particularly those aligned with global growth themes [2]
【申万宏源策略】外资继续流入中国——全球资产配置每周聚焦 (20250912-20250919)
申万宏源证券上海北京西路营业部·2025-09-22 02:32