China's asset revaluation is underway, and global smart money is "looking east"

華爾街見聞
2025.06.09 22:27
從量化私募頻迎外資盡調到主權基金搶灘佈局，海外 “聰明錢” 紛紛將目光投向中國市場，用真金白銀看多中國資產。近日，摩根士丹利、德意志銀行等國際投行紛紛上調中國經濟增長預期。在不少外資機構看來，中國貨幣政策及財政政策持續發力、服務業韌性顯現，以及科技突破推動資產價值重估，將共同支撐中國經濟復甦與資本市場回暖。（上證報）
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