国际资本对中国资产的态度正在发生重大转变。
据高盛最新发布的数据，对冲基金以7周来最快速度净买入中国股票，既有多头买入也有空头回补。
另据野村证券的报告，新兴市场基金机构在7月份对印度股市的持仓配置权重大幅下降，而对中国内地和中国香港的配置权重则大幅增加。
展望后市，多家外资机构认为，赚钱效应正在吸引场外资金入市，中国股市还将迎来更强劲的资金流入，本轮上涨的动力仍然较强，且中国股票的估值仍具备较高的吸引力。
高盛分析师认为，由于大量闲置资本尚未进入市场，中国资产本轮上涨的动力仍然较强。
估计中国家庭持有55万亿元人民币“超额存款”，目前仅有22%的家庭金融资产配置在基金和股票上，意味着潜在资金流入规模超过10万亿元人民币。
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