隔夜美股市场窄幅震荡，中国资产逆势爆发。 多家外资机构表示，随着中国经济运行延续稳中向好发展态势、政策红利不断释放以及企业盈利前景改善，中国资产持续被看好。 01 中国资产持续强势 另据统计，KraneShares中国海外互联网 ETF（KWEB）本周累计大涨近7%，iShares MSCI 中国 ETF（MCHI）周涨幅涨超 4%，均创3月初以 来的最大单周涨幅。 | 中概互联网指数ETF-KraneShares | | | | --- | --- | --- | | KWEB 已收盘07-18 16:10:00 美东 | | | | 36.22 +0.51 +1.43% | | 14.20万人加自选 ● > US 融空期 LO | | 高 36.73 开 36.37 量 2823.88万股 | | 换手 -- | | 低 36.15 昨 35.71 | 额 10.28亿 | 振幅 1.62% | | 期权 成交量26.18万张 未平仓数196.53万张 | | | | 盘后 36.38 +0.16 +0.44% | | 19:58:08 美东时间 | | 分时 五日 | 日K 周K 月K | 季K 年K ...

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | LUD | 禄达集团 | 5.750 | 1.450 | 33.72% | | LZMH | 联掌门户 | 7.870 | 1.870 | 31.17% | | ANPA | RICH SPARKLE HOLDINGS | 7.810 | 1.620 | 26.17% | | BTOG | BIT ORIGIN | 0.780 | 0.149 | 23.61% | | BIYA | 柏雅国际 | 0.941 | 0.157 | 19.98% | | CREG | 中国循环能源 | 2.210 | 0.330 | 17.55% | | SY | 新氧 | 5.870 | 0.870 | 17.40% | | BGM | 博美 | 11.290 | 1.640 | 16.99% | | СРОР | 普普文化 | 0.738 | 0.098 | 15.36% | | MSGY | MASONGLORY | 6.410 | 0.840 | 15.08% | | MFH | MERCURIT ...

Core Viewpoint - Chinese assets have experienced a significant surge, with foreign investment institutions increasingly optimistic about the outlook for these assets due to stable economic performance and improving corporate earnings [2][10][12]. Group 1: Market Performance - The Nasdaq Golden Dragon China Index rose over 2% at one point, while the three-times leveraged FTSE China ETF surged over 6%, and the two-times leveraged China Internet Stocks ETF increased by over 5% [4]. - Popular Chinese concept stocks saw substantial gains, with Luida Technology soaring over 33% and Xinyang rising over 17% [4]. - KraneShares China Overseas Internet ETF (KWEB) recorded a nearly 7% increase this week, while iShares MSCI China ETF (MCHI) rose over 4%, marking the largest weekly gains since early March [5]. Group 2: Foreign Investment Sentiment - A survey by Invesco revealed that international investment institutions are showing renewed interest in the Chinese market, with a total asset management of approximately $27 trillion [10]. - HSBC's chief economist for Greater China noted that international investors, especially from Europe and the U.S., are increasingly interested in Chinese assets due to ongoing capital market reforms and technological innovation [11]. - BlackRock's chief equity investment officer expressed optimism about the macro environment and corporate earnings, anticipating a positive performance for Chinese A-shares in the second half of the year [12]. Group 3: Company-Specific Insights - Futu Holdings has seen strong customer growth, with a client base of 2.7 million and assets under management exceeding $100 billion, growing at an annual rate of 20%-25% [7][6]. - Barclays highlighted Futu's potential for accelerated growth in the coming years, driven by the recovery of the Asian capital markets [6]. - Revenue projections for Futu indicate a growth of 48% to HKD 18.9 billion by 2025, with an expected EPS of $60.94 for the same year [8].