智通财经APP获悉，国际资管机构正重新审视中国市场投资价值。瑞银投资银行中国股票策略研究主管王宗豪近日表示，根据过去一个月在美国和亚洲的多次路演，国际投资者总体对中国股票的兴趣浓厚，越来越多的投资者认同对市场更乐观的展望。王宗豪表示。考虑到强劲的走势和散户资金的潜在流入，相关投资者应当不会在短期内减持其中国仓位。
王宗豪进一步表示，预计外国资金进一步流入中国股市的机会依然存在。“反内卷”是大多数会议讨论的重点话题，投资者对中国的AI/技术发展和资本回报发展感兴趣，瑞银超配A股TMT和券商的观点也引起较多投资者兴趣。
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