智通财经APP获悉,4月份,外国投资者重返中国股市,这表明在伊朗战争引发的冲击之后,外国投资者对中国市场的兴趣重新燃起。根据Bloomberg的计算,上个月流入中国内地股市的净资金估计达到约2000亿元人民币(290亿美元),为1月份以来的最高水平。
该测算数据依托中国跨境证券投资总额这一官方统计数据得出,Bloomberg剔除多项可单独统计的资金分项,最终测算出境外资金流入内地上市股票的大致规模。
外国投资者4月份重返中国股市

4月外资大举入场恰逢科技板块整体走强。投资者当时更关注人工智能驱动的生产力提升,并淡化了中东局势带来的冲击。
智通财经此前报道,包括高盛、摩根士丹利在内的华尔街大行近日发布研报,看好中国股市。摩根士丹利表示,受第一季度业绩鼓舞,中国企业第二季度盈利前景有望改善,出口增长叠加行业景气度回升将拉动企业营收提升。摩根士丹利将沪深300指数2027年第二季度的目标点位设定为5400点。高盛也建议“超配中国”,并将沪深300指数未来12个月目标位上调至5300点。
沪深300指数4月份上涨8%,本月迄今上涨1.5%,目前约为4878点。
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