Foreign investment banks speak out intensively, actively bullish on the A-share market, and highly focused on China's AI industry chain.
Recently, multiple leading foreign investment banks have intensively released views, actively taking a bullish stance on the A-share market: Goldman Sachs' trading desk issued a report to clients stating that it is bullish on China's domestic AI-related stocks, citing significant valuation corrections and continuously increasing policy support; institutions such as JPMorgan and UBS likewise believe that after this round of correction, the risk-reward ratio in more AI sub-sectors is improving. Goldman Sachs' trading desk statistics show that the net inflow of funds into major equity ETFs over the past three weeks hit a new stage high, with CSI 300 and STAR 50 ETFs absorbing the main inflows. Meanwhile, regulators announced additional measures to improve market liquidity, support share buybacks, and accelerate ETF deployment. Corporate confidence has also shown signs of improvement: the chairman of ChangXin Technology proposed raising the upper limit of the buyback plan to RMB 5 billion, an increase of RMB 3 billion from the previous proposal.
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