彭博：全球基金回归，中国市场摆脱“不可投资”标签摩根士丹利表示，截至8月底，外国多头基金（对中国）流入量达到10亿美元，与去年170亿美元的流出量形成鲜明对比。不过尽管中国市场有所改善，但全球基金的中国持仓仍低于1.3个百分点，而亚洲（日本除外）基金经理的持仓则已增持。摩根士丹利首席中国股票策略师王滢表示，在美国路演中遇到所的客户，有超过90%表示“明确愿意”增加在中国的敞口，客户兴趣水平为自2021年初以来最高。 ...

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What should we be watching out for from what is probably the most or one of the most important stocks to follow this week. I think I think you could probably have that that the most going to be the most tracked company this week really. I mean it makes up around 3% of all the global market cap.It's it's the heaviest weighting on the S&P 500 as well that around 8%. It's going to be really important to track because you have seen tech stocks a little bit under pressure of late. Concerns resurfacing once again ...

Market Recovery & Localization - Philips CEO indicates order volume in China is improving, suggesting a slow market recovery [1] - 90% of Philips products sold in China are now locally produced [1]

Market Trends - Apple iPhone sales in China increased by 8% year-over-year in Q2, marking the first quarterly growth since 2023 [1]