"Optimistic about asset allocation value in China, multiple overseas funds are heavily increasing their holdings."

Since 2026, several overseas China stock funds or emerging market funds have made significant increases in their holdings of Alibaba, Tencent Holdings, and other targets. At the same time, foreign institutions have recently been vocal in expressing optimism about Chinese assets. They believe that with multiple drivers such as profit upgrades, low valuations, improved liquidity, and positive policy expectations, the A-share market has clear structural repair momentum and the medium-term allocation value is gradually emerging.