智通财经APP获悉，周二，纳斯达克中国金龙指数早盘涨近3%，热门中概股集体走强，禾赛(HSAI.US)涨超11%，阿里巴巴(BABA.US)、理想汽车(LI.US)涨超6%，京东(JD.US)、百度(BIDU.US)涨超5%，哔哩哔哩(BILI.US)涨超3%。此外，日内沪指收涨0.43%，恒指涨2.52%，恒生科技指数大涨4.72%。
消息面上，6月2日，瑞银全球金融市场部中国主管房东明表示，在近期瑞银举办的AIC亚洲投资论坛上，全球投资者对亚洲尤其是中国的投资热情持续高涨。全球投资者加仓中国资产的趋势才刚刚开始，未来外资对中国资产的持仓占比有望超越2021年的相对高位并持续增长。
驱动这一趋势的主要原因有四个方面。第一，宏观层面，中国经济持续企稳向好，近期价格回升等积极信号提供了推动力。第二，政策层面，国家针对资本市场和产业的政策基调更加积极。第三，企业盈利层面，总体盈利状况不断改善。第四，在地缘政治大环境下，全球投资者日益寻求多元化配置策略，而中国作为全球第二大经济体和第二大资本市场，是海外投资者的首选配置市场。
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