从“怀疑”到“认可独特价值”,华尔街看好中国股市明年继续上涨

华尔街见闻
6 hours ago

全球资金正重新加码中国股市,AI实力、估值吸引力与韧性成为共识逻辑。MSCI中国指数今年大涨约30%,外资从被动流入转向期待主动资金回归。机构认为科技与再通胀带来结构性机会,本地资金与23万亿美元的家庭储蓄或成下一阶段上涨主力,推动2026年行情延续。中国股市正凭借其在人工智能领域的实力以及在地缘政治紧张局势下的韧性,重新赢回全球资金的青睐,华尔街普遍押注这一涨势将在2026年延续。包括...

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