Recently, a number of leading foreign investment banks have been intensively publishing their opinions, actively looking at the A-share market: Goldman Sachs trading desk released reports to customers saying that they are optimistic about AI-related stocks in China because of a sharp correction in valuation and continued increase in policy support; institutions such as J.P. Morgan Chase and UBS also believe that the risk-return ratio in more AI segments is improving after this round of correction. Goldman Sachs trading desk statistics show that the net capital inflows of major equity ETFs in the past three weeks have reached new highs. Among them, the Shanghai and Shenzhen 300 and Science Innovation 50 ETFs have absorbed major capital inflows. Meanwhile, regulators announced additional measures to improve market liquidity, support share repurchases, and speed up ETF deployment. Business confidence is also showing signs of improvement: the chairman of Changxin Technology proposed raising the upper limit of the repurchase plan to 5 billion yuan, an increase of 3 billion yuan over the previous plan.

Zhitongcaijing · 1d ago
Recently, a number of leading foreign investment banks have been intensively publishing their opinions, actively looking at the A-share market: Goldman Sachs trading desk released reports to customers saying that they are optimistic about AI-related stocks in China because of a sharp correction in valuation and continued increase in policy support; institutions such as J.P. Morgan Chase and UBS also believe that the risk-return ratio in more AI segments is improving after this round of correction. Goldman Sachs trading desk statistics show that the net capital inflows of major equity ETFs in the past three weeks have reached new highs. Among them, the Shanghai and Shenzhen 300 and Science Innovation 50 ETFs have absorbed major capital inflows. Meanwhile, regulators announced additional measures to improve market liquidity, support share repurchases, and speed up ETF deployment. Business confidence is also showing signs of improvement: the chairman of Changxin Technology proposed raising the upper limit of the repurchase plan to 5 billion yuan, an increase of 3 billion yuan over the previous plan.