QFI重仓股名单出炉 外资加仓调研双线发力 □Choice数据显示，根据已披露的半年报，截至二季度末，合计263家A股公司前十大流通股股东名单上 出现了QFI（包括QFII、RQFII）。其中，生益科技、中国西电、东方雨虹等34只标的被外资持股超过 1000万股。 □今年以来，外资机构在A股市场的调研热情依然高涨。Wind数据显示，截至8月22日，外资机构年内 合计调研A股上市公司5644次，涉及4695只标的。 ◎记者 王彭 QFI（包括QFII、RQFII）的持仓动向一直备受市场关注。截至8月22日已披露的上市公司半年报显示， 263家A股公司前十大流通股股东名单中出现QFI身影，生益科技、中国西电等34只个股外资持股数量超 千万。巴克莱银行、瑞银、高盛等外资巨头新进多只A股，或对部分标的进行加仓。与此同时，外资调 研热情依然高涨，年内调研频次超5600次，汇川技术、迈瑞医疗等成为其重点关注标的。 QFI持股版图曝光 Choice数据显示，根据已披露的半年报，截至二季度末，合计263家A股公司前十大流通股股东名单上 出现了QFI。其中，生益科技、中国西电、东方雨虹等34只标的外资持股数量超过1000万股。 ...

Group 1 - A-share market showed signs of stabilization and rebound in July, with the Shanghai Composite Index reaching above 3600 points, driven by economic recovery, policy support, and ample liquidity [2] - The Shanghai Composite Index recorded a 3.74% increase in July, ranking among the top global market indices, attracting both domestic and foreign investors [2] - Institutional investors are optimistic about the medium to long-term outlook of the A-share market, citing clear signs of consumer recovery and a stabilizing real estate market [2] Group 2 - As of August 1, 1590 listed companies in A-share have disclosed their half-year performance forecasts for 2025, indicating a mixed performance among companies [2] - Fund managers are focusing on sectors and companies with improved operational data and are particularly tracking those with better-than-expected half-year results [3] - The technology sector is seen as having structural opportunities, with breakthroughs in domestic algorithm technology and accelerated iterations of domestic models [3][4] Group 3 - The consumption sector is undergoing significant changes, with high-end dining experiencing deep adjustments, expected to fully manifest in the third quarter [4] - Morgan Stanley Fund remains optimistic about three main directions in the A-share market: technology growth, Chinese manufacturing, and new consumption [4] - Companies in the technology sector, particularly in AI applications and semiconductors, are viewed as having high cost-performance ratios, while quality companies in manufacturing and new consumption are also highlighted for their growth potential [4]