投行瑞银称，总体而言海外投资者对中国股市的关注度与情绪呈明显上升态势。瑞银证券中国股票策略分析师孟磊表示，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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