Morgan Stanley: Interest of American investors in the Chinese market reaches highest level since 2021.
Investment bank Morgan Stanley stated that due to factors such as China's global leading position in certain technology sectors, American investors' interest in the Chinese market has reached its highest level since 2021. Analysts at Morgan Stanley pointed out in their latest report that whether at the index level or in specific themes and structural opportunities, investors have shown very high interest in the Chinese market. Among investors who recently met with the institution, over 90% explicitly stated their willingness to increase exposure to China, which is the highest level observed by the bank since the peak of the Chinese stock market in early 2021. Morgan Stanley stated that American investors' interest has surpassed China's ADR and internet sectors, extending to the onshore A-share market: in recent years, various themes and sectors have received increasing attention, and now more focus is on trading in Hong Kong and onshore A-share market, including AI/semiconductors, humanoid robots/robots, and new consumption trends.
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