International asset management institutions are reassessing the investment value of the Chinese market. Wang Zonghao, Head of China Equity Strategy Research at UBS Investment Bank, recently stated that based on multiple roadshows conducted in the United States and Asia over the past month, international investors have shown strong overall interest in Chinese equities, with an increasing number of investors endorsing a more optimistic market outlook.

Wang Zonghao noted that considering the strong momentum and potential retail fund inflows, relevant investors are unlikely to reduce their Chinese positions in the short term. He further indicated that opportunities for additional foreign capital inflow into Chinese stock markets remain.

"Anti-involution" has been a key topic of discussion in most meetings, with investors showing interest in China's AI/technology development and capital return developments. UBS's overweight stance on A-share TMT and brokerage sectors has also attracted considerable investor interest.