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Recently, international capital is speeding up the allocation of China's equity assets. According to the latest capital flow data, in the past month ending August 5, China's equity fund had a net inflow of US$50.82 billion, accounting for nearly 60% of the total amount of emerging markets; the scale of overseas listed Chinese ETFs expanded simultaneously. Recently, many foreign-funded institutions have also spoken out intensively, believing that profit restoration and industrial upgrading of Chinese enterprises will drive the continuation of the valuation revaluation market, and that sectors such as semiconductors, the Internet, electricity, and medical care are regarded as the core allocation direction.

Zhitongcaijing·08/14/2026 06:25:02
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Recently, international capital is speeding up the allocation of China's equity assets. According to the latest capital flow data, in the past month ending August 5, China's equity fund had a net inflow of US$50.82 billion, accounting for nearly 60% of the total amount of emerging markets; the scale of overseas listed Chinese ETFs expanded simultaneously. Recently, many foreign-funded institutions have also spoken out intensively, believing that profit restoration and industrial upgrading of Chinese enterprises will drive the continuation of the valuation revaluation market, and that sectors such as semiconductors, the Internet, electricity, and medical care are regarded as the core allocation direction.