2026年伊始，外资机构对中国资产的配置热情持续升温。 | 开始日期: | 2026-01-01 | T | 截止日期: | 2026-01-09 T | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 陸号 | 代码 | 7 名称 | | 17 ↓交易日期 | 了 持有人 | 7 持有权益类型 | 7 增减持方向 | 7 | | 1 | 0788.HK | 中国铁塔 | | 2026-01-05 | JPMorgan Chase & Co. | | 増持 | | | 2 | 0874.HK | 日本山 | | 2026-01-05 | LSV Asset Management | | 壇持 | | | 3 | 0241.HK | 阿里健康 | | 2026-01-05 | JPMorgan Chase & Co. | | 増持 | | | 4 | 3750.HK | 宁德时代 | | 2026-01-02 | JPMorgan Chase & Co. | | 壇持 | | | 5 | 2202.HK | 万科企业 | | 2 ...

Group 1 - International investors have shown increasing demand for Chinese assets, with five large overseas China stock ETFs attracting a net inflow of $2.753 billion since July [1] - As of July 25, the iShares MSCI China ETF reached an asset size of $7.187 billion, a growth of 12.38% since the end of June; KraneShares' China Overseas Internet ETF grew to $7.648 billion, with a 20% increase [3] - Korean investors have significantly increased their investment in Chinese stocks, with a cumulative transaction amount of $5.764 billion since 2025, maintaining China's position as the second-largest overseas stock investment destination for Korean investors [3] Group 2 - Overseas actively managed funds are increasing their positions in Chinese tech stocks, with notable increases in holdings for Tencent, Trip.com, and Alibaba among various funds [4] - Goldman Sachs has raised its 12-month target for the MSCI China Index from 85 to 90, indicating an 11% upside potential, driven by robust GDP growth in Q2, a recovery in the Hong Kong IPO market, and continued inflows from southbound funds [4] - The MSCI China Index and the CSI 300 Index have recently reached new highs, reflecting a positive market sentiment [4]