Going long on Chinese assets, foreign institutions are optimistic about the performance of A-shares next year

華爾街見聞
2025.11.19 22:28
本週，多家外資機構發佈 2026 年展望報告，集體看好中國股市中長期配置價值，其中瑞銀、摩根士丹利等紛紛上調中國市場相關股指目標點位。在唱多中國資產的同時，外資機構調研與加倉動作不斷，以實際行動做多中國資產。市場人士認為，這一系列積極信號的背後離不開中國資本市場高水平制度型開放的穩步推進，預計合格境外機構投資者（QFII）、跨境資本市場互聯互通等制度將持續完善，外資投資中國資產便利性有望進一步提升。（中證報）
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