Morgan Stanley: US investor interest in China market rises to highest level since 2021

On September 11, Morgan Stanley said that the interest of US investors in the Chinese market has risen to the highest level since 2021, given factors such as China's global leadership in some technology sectors. Morgan Stanley analysts pointed out in the latest report that investors' interest in the Chinese market is very high, both at the index level and in terms of specific themes and structural opportunities; more than 90% of investors who met with the institution recently expressed a clear willingness to increase their exposure to China, which is the highest level observed by the bank since the Chinese stock market peaked in early 2021. Morgan Stanley said that interest from US investors has extended beyond the ADR (American Depositary Receipts) and Internet sectors of Chinese companies to the onshore class A share market: there have been a number of topics and sectors that have received increasing attention over the past few years, and are now more concentrated in Hong Kong and onshore class A share market transactions, including AI (artificial intelligence)/semiconductors, humanoid robots/robots, and new consumer products.