--- title: "看好市场前景 外资持续 “做多” 中国资产" description: "近期，多家国际投行上调了对中国经济增长的预测，并将对中国资产的配置建议从中性转向 “超配”。高盛和渣打银行均维持对中国股票的 “增持” 或 “超配” 评级。外资金融机构积极 “做多” A 股市场，数据显示，外资在今年上半年净增持境内股票和基金 101 亿美元，尤其在 5 月和 6 月，增持规模达到 188 亿美元。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/255325200.md" published_at: "2025-08-31T03:17:10.000Z" --- # 看好市场前景 外资持续 “做多” 中国资产 > 近期，多家国际投行上调了对中国经济增长的预测，并将对中国资产的配置建议从中性转向 “超配”。高盛和渣打银行均维持对中国股票的 “增持” 或 “超配” 评级。外资金融机构积极 “做多” A 股市场，数据显示，外资在今年上半年净增持境内股票和基金 101 亿美元，尤其在 5 月和 6 月，增持规模达到 188 亿美元。 近期，多家国际投行在研究报告中，上调了对中国经济全年增长的预测，同时对中国资产的配置建议也从中性转向了 “超配”。近期，多家外资金融机构发布对中国市场的观点和研报，普遍看好中国市场前景。高盛近期发布研报，维持对中国股票 “增持” 立场；渣打银行在《2025 年下半年全球市场展望》中维持对中国股票的 “超配” 评级。不仅是 “看多” 中国资产，国际投行也真金白银 “做多” A 股市场。高盛最报告显示，对冲基金以 7 周来最快速度净买入中国股票。中国是 8 月份全球对冲基金净买入量最大的市场。国家外汇管理局数据也显示，今年上半年，外资净增持境内股票和基金 101 亿美元，特别是 5 月、6 月，净增持规模增加至 188 亿美元。 ### Related Stocks - [GS.US - 高盛](https://longbridge.com/zh-CN/quote/GS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Goldman Sachs plans to drop diversity factors from board candidate criteria, WSJ reports | Feb 16 (Reuters) - Goldman Sachsis preparing to remove race, gender identity, sexual orientation, and other diversity fa | [Link](https://longbridge.com/zh-CN/news/276088526.md) | | Panasonic, Murata, Mizuho, Goldman Sachs to join Softbank-led consortium for U.S. gas power project, Nikkei says | Panasonic, Murata, Mizuho, Goldman Sachs to join Softbank-led consortium for U.S. gas power project, Nikkei says | [Link](https://longbridge.com/zh-CN/news/276211612.md) | | OXY-Clean: Buffett's Favourite Oil Rig Scrubs $6 Billion In Debt Off The Books | Occidental Petroleum Corp (NYSE:OXY) has significantly reduced its debt by $5.8 billion after selling its OxyChem divisi | [Link](https://longbridge.com/zh-CN/news/276372720.md) | | IronBridge Private Wealth LLC Has $905,000 Holdings in Apple Inc. $AAPL | IronBridge Private Wealth LLC reduced its stake in Apple Inc. (NASDAQ:AAPL) by 77.3% in Q3, holding 3,555 shares valued | [Link](https://longbridge.com/zh-CN/news/276436345.md) | | Financial Advocates Investment Management Lowers Stock Position in Meta Platforms, Inc. $META | Financial Advocates Investment Management reduced its stake in Meta Platforms, Inc. by 66.7% in Q3, now holding 2,343 sh | [Link](https://longbridge.com/zh-CN/news/276432394.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。