“过去一个月内，我们与亚太和欧洲的几十位国际投资者就中国股市进行了交流。他们对中国股市的关注度与情绪明显上升，而且普遍认同中国经济处于复苏态势。人工智能及其相关的行业仍是他们最为关注的投资主题，部分长线投资者也开始关注消费板块的投资机会。”瑞银证券中国股票策略分析师孟磊在最新观点中表示。

　　他认为，投资情绪的改善自然有一部分来自股市快速反弹本身，也有一部分源于由中国人工智能的创新火花以及政策积极信号所激发的信心提振。国际投资者普遍认同中国经济处于复苏态势，人工智能及其相关的行业仍是他们最为关注的投资主题。

　　对于消费板块，考虑到近期一线城市房价和成交量出现企稳的迹象，且优质消费内容持续供给，消费提振政策不断发力，部分长线投资者开始关注消费板块的投资机会。不过，红利和出海主题受到的关注度降低。在市场上行期间，高分红板块因其防御性较强、波动率较低而普遍跑输大势。

（文章来源：上海证券报·中国证券网）

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