利好来了！外围突传重磅消息！

Core Viewpoint - Global fund managers are returning to the Chinese market, driven by a rebound in global stock markets and advancements in China's high-tech industry [4][5][6]. Group 1: Market Activity - On September 29, A-shares and Hong Kong stocks surged, with the Shenzhen Component Index and ChiNext Index both rising over 2% [4][12]. - The Nasdaq Golden Dragon China Index increased by 2.03%, with major Chinese concept stocks like Bilibili and Alibaba rising over 4% [12]. Group 2: Foreign Investment Trends - Goldman Sachs reported that hedge fund activity in China's stock market reached its highest level in years last month [6]. - As of the end of August, foreign long funds saw an inflow of $1 billion, a significant recovery from a $17 billion outflow the previous year [7]. - According to Morgan Stanley, global funds are currently underweight in Chinese equities, indicating substantial room for increased investment [8]. Group 3: Investor Sentiment - Investors are more concerned about missing opportunities rather than risks, with a notable increase in interest in Chinese assets [6][8]. - Over 90% of clients expressed a willingness to increase exposure to China during recent roadshows, marking the highest interest since early 2021 [8]. Group 4: Future Market Outlook - Analysts expect the upward trend in the stock market to continue post-October holiday, supported by reasonable market valuations and improving fundamentals [13][14]. - The upcoming 20th National Congress is anticipated to create a key window for the A-share market, potentially boosting investor sentiment [13].