智通财经APP获悉，投行瑞银指，海外投资者对中国股市的关注度与情绪呈明显上升态势，投资者的担忧似乎是过去两年以来最少的，投资情绪的改善固然有部分来自于股市快速反弹本身，部分则源于中国人工智能的创新火花以及全方位的政策宽松所激发的信心提振。
瑞银证券中国股票策略分析师孟磊指出，国际投资者普遍认同中国经济处于复苏的态势，这显示国际投资者似乎开始试图从中短期的经济走势中寻找投资机会。他表示，人工智能及其相关的行业，包括人形/工业机器人、智能驾驶等，仍为国际投资者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，消费刺激政策不断发力，部分长线投资者开始询问逢低布局的机会。
他同时指出，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且贝塔较低而普遍跑输市场。
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