Tiger Brokers

中概股盘中普升 理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局

金吾财讯
Jul 28

金吾财讯 | 中概股盘中普升，理想汽车（LI）涨6.46%，亚朵（ATAT）涨4.47%，禾赛（HSAI）涨3.95%，京东（JD）涨3.68%，网易（NTES）涨3.47%，百胜中国（YUMC）涨3.18%，华住（HTHT）涨2.99%，携程网（TCOM）涨2.05%。

消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、渣打等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。

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