中国市场前景

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看好中国市场前景 外资持续“做多”中国资产
Yang Shi Xin Wen· 2025-08-31 14:42
(文章来源:央视新闻) 多家外资金融机构近期发布对中国市场的观点和研报,普遍看好中国市场前景。高盛近期发布研报,维 持对中国股票"增持"立场;渣打银行在《2025年下半年全球市场展望》中维持对中国股票的"超配"评 级。不仅是"看多"中国资产,国际投行也真金白银"做多"A股市场。高盛最新报告显示,对冲基金以7周 来最快速度净买入中国股票。中国是8月份全球对冲基金净买入量最大的市场。国家外汇管理局数据也 显示,今年上半年,外资净增持境内股票和基金101亿美元,特别是5月、6月,净增持规模增加至188亿 美元。而对于即将到来的第四季度,外资金融机构普遍持乐观态度。近期,标普国际信用评级公司发布 报告,决定维持中国主权信用评级"A+"和展望"稳定"不变。 ...
超配!看好中国市场前景,外资持续“做多”中国资产
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-31 08:35
Group 1 - Multiple foreign financial institutions have expressed a positive outlook on the Chinese market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks and Standard Chartered Bank also rating Chinese stocks as "overweight" in their 2025 global market outlook [2] - Hedge funds have rapidly increased their net purchases of Chinese stocks, marking the highest net buying volume globally in August, according to Goldman Sachs [2] - The State Administration of Foreign Exchange reported that foreign capital net increased holdings of domestic stocks and funds by $10.1 billion in the first half of the year, with significant increases in May and June, reaching a net increase of $18.8 billion [2] Group 2 - Foreign financial institutions are optimistic about the upcoming fourth quarter, as indicated by the recent report from S&P Global Ratings, which maintained China's sovereign credit rating at "A+" with a stable outlook [2]