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又一个“好上好”借壳上市,还是博通ASIC分销商!| 0911 张博划重点
Hu Xiu· 2025-09-11 14:21
Group 1 - The ChiNext and Sci-Tech 50 indices both rose over 5% on September 11, with the market showing strong performance and the Shenzhen Component Index reaching a new high for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.44 trillion, an increase of 459.6 billion compared to the previous trading day, indicating heightened market activity [1] - The market saw broad participation with over 4,200 stocks rising, particularly in the semiconductor sector, exemplified by Haiguang Information hitting the daily limit up [1] Group 2 - Morgan Stanley reported that U.S. investor interest in the Chinese market has reached its highest level since 2021, with over 90% of investors expressing willingness to increase exposure [3] - Factors driving this trend include China's leadership in advanced fields such as humanoid robots and R&D, as well as improved liquidity and the need for diversified global asset allocation [3] - Investor interest is expanding beyond internet and ADR sectors to include Hong Kong stocks and onshore A-shares, with a focus on artificial intelligence, semiconductors, robotics, and new consumption [3]
摩根士丹利:美国投资者对中国市场兴趣升至三年高位
Di Yi Cai Jing Zi Xun· 2025-09-11 05:41
Group 1 - The Nasdaq Golden Dragon China Index reached a six-month closing high, rising 1.5% to 8230.86 points on September 9, with Alibaba's ADR increasing by 4.18% and a year-to-date gain of nearly 75% [1] - Morgan Stanley reported that U.S. investor interest in Chinese markets has reached its highest level since 2021, with over 90% of investors expressing willingness to increase exposure to China, a significant rise since early 2021 [1] - Multiple factors are driving this trend, including China's leadership in advanced fields like humanoid robotics and biotechnology, gradual economic stabilization measures from policymakers, improved liquidity, and a demand for diversified global asset allocation [1] Group 2 - Investor interest is expanding beyond internet and ADR sectors to include Hong Kong stocks and onshore A-shares, focusing on areas such as artificial intelligence, semiconductors, robotics, and new consumption [2] - Citigroup forecasts the Hang Seng Index to reach 26,800 points by the end of 2025, with further increases expected in 2026, attributing H-shares to benefit more directly from the Federal Reserve's interest rate cuts [2] - Citigroup emphasizes that the "14th Five-Year Plan" (2026-2030) will focus on economic development, technological innovation, social welfare, green development, and reform, highlighting key industries such as AI, data centers, semiconductors, tourism, healthcare, insurance, and renewable energy [2]