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Class A shares enter the bull market carnival mode, and foreign investors are collectively optimistic about China's stock market

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2025-08-27 03:02:52
< br > < b > Review of the recent bull market < br > < span class = "section-news" > 1. Key point breakthroughs: ① On August 18, the Shanghai Composite Index broke through 3731.69 points, setting a new ten-year high; the total market value of class A shares broke the 100 trillion yuan mark for the first time. ② On August 22, the Shanghai Composite Index continued to be strong, successfully standing at the 3800-point integer mark and continuing to brush a ten-year high. < br > < span class = "section-news" > 2. Volume of turnover: As of August 26, the turnover of the Shanghai and Shenzhen stock exchanges has exceeded 2 trillion for 10 consecutive trading days. On August 25, the turnover even exceeded 3 trillion, indicating that the market is very active and the participation of funds is high. < br > < b > Well-known foreign institutions are optimistic about China's stock market < br > < span class = "section-news" > 1. Goldman Sachs Group: Hedge funds are buying Chinese stocks at the fastest rate in 7 weeks, and the overall valuation of Chinese stocks still has about 10% upside space. < br > < span class = "section-news" > 2. UBS Securities: The commercialization speed of Chinese companies in the fields of artificial intelligence applications and innovative drugs has exceeded that of European and American countries, demonstrating the closed-loop advantage of the whole industry chain. < br > < span class = "section-news" > 3. Morgan Stanley: As the valuation of China's stock market is attractive and the expectation of US interest rate cuts has prompted funds to return to emerging markets, it is expected that foreign capital inflows may accelerate. < br > < span class = "section-news" > 4. Nomura Securities: Emerging market funds' holdings in the Indian stock market have declined, while their holdings in the Chinese mainland and Hong Kong stock markets have increased significantly, indicating that funds are shifting to the A/H stock market.
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