Core Viewpoint - The article highlights the increasing interest and investment from global sovereign wealth funds in the A-share market, driven by changes in the global economic landscape and the Federal Reserve's interest rate cuts [3][8]. Group 1: Sovereign Wealth Fund Holdings - As of the end of Q3, the Abu Dhabi Investment Authority held 24 A-shares with a total market value of 4.214 billion yuan, increasing its holdings in several companies such as Baofeng Energy and Tonghua Dongbao [4][5]. - The Kuwait Investment Authority owned 14 A-shares with a total market value of 3.485 billion yuan, significantly increasing its stake in Dongfang Yuhong [6]. - The Singapore Government Investment Corporation held shares in Huaming Equipment and Bochuan Electronics, with foreign investors owning 25.59% of Huaming Equipment as of October 30 [6][7]. Group 2: Market Outlook - Analysts believe that the A-share market is transitioning to a structure driven by profit growth, supported by policy measures and a favorable valuation environment [8]. - The ongoing technological innovations in China are attracting foreign investors, indicating a potential increase in foreign capital allocation in the Chinese market [8][9]. - The Federal Reserve's recent interest rate cuts are expected to enhance global liquidity, which may support the performance of non-U.S. markets, including A-shares and Hong Kong stocks [9].
主权财富基金,A股持仓版图曝光
天天基金网·2025-11-01 02:56