近期多家国际投行在研究报告中上调了对中国经济全年增长的预测同时对中国资产的配置建议也从中性转向了“超配”。近期多家外资金

智通财经
Aug 31
近期多家国际投行在研究报告中上调了对中国经济全年增长的预测同时对中国资产的配置建议也从中性转向了“超配”。近期多家外资金融机构发布对中国市场的观点和研报普遍看好中国市场前景。高盛近期发布研报维持对中国股票“增持”立场;渣打银行在《2025年下半年全球市场展望》中维持对中国股票的“超配”评级。不仅是“看多”中国资产国际投行也真金白银“做多”A股市场。高盛最报告显示对冲基金以7周来最快速度净买入中国股票。中国是8月份全球对冲基金净买入量最大的市场。国家外汇管理局数据也显示今年上半年外资净增持境内股票和基金101亿美元特别是5月、6月净增持规模增加至188亿美元。。

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