据一财，上周五，沪指报收3534.48点，创年内收盘新高，当日涨幅0.5%。截至目前，沪指已连续7个交易日站上3500点。资金交投情绪不弱，两市成交金额在本月上旬达到1.71万亿元、创近4个月新高之后，近期维持在1.4万亿元以上。第一财经关注到，对于近期的市场表现，多家外资机构称，中国市场股票估值具备吸引力，叠加基本面改善、房地产市场趋稳、消费展现韧性等因素，具备进一步上行的潜力。 “投资者对中国股市的情绪日益乐观。”景顺亚太区全球市场策略师赵耀庭表示，投资者最初是受到更强有力的国内政策支持的推动，随着中国人工智能领域的进展，市场情绪进一步升温。威灵顿投资管理股票基金经理张博认为，从相对和历史数据的角度来看，中国股票目前的交易价格具有吸引力。高盛在本月初称，维持对A股和港股的超配建议，预计沪深300目标点位为4600点，MSCI中国指数的目标点位为84点，对应约10%的上行空间。此前，高盛在5月曾两度上调上述指数目标点位。瑞银则在近期的年中展望里提出，预计今年A股盈利将呈逐季温和回升态势。
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