智通财经APP获悉，贝莱德近期调查显示，超过20%的客户正考虑降低对美国市场及美元资产的风险敞口，相当数量的投资者正在关注亚洲股票配置机会。高盛指出，美元弱势下，全球投资者趋向寻求更多元化的投资配置，A、港股为受惠市场之一。花旗表示，尽管宏观环境波动，亚洲股市表现仍优于全球同行，预计MSCI亚洲(不包括日本)指数至2026年中将有约7%的回报，在亚洲股市中看好中国及韩国市场。
国内市场中涉及亚太股市产品，主要有亚太精选ETF(159687;联接基金A类021189，C类021190)。截至2025年6月底亚太精选ETF已实现连续六月净流入，显示资金持续配置的迹象。亚太精选ETF由两类资产“亚太优质红利资产、亚太半导体龙头企业”进行叠加。该ETF包含了亚太地区的优质红利资产(以日本、中国市场为代表)，例如丰田汽车、腾讯控股、阿里巴巴、三菱集团等。同时也包含了台积电、三星、东京电子、联发科等优质半导体企业，指数权重最大的成分股为台积电超过8%。
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