【“超配”中国股票，外资巨头发声】金十数据1月19日讯，本周海外市场赚钱效应明显回温，中国资产表现同样亮眼。中国资产的强劲表现一定程度上也反映了外资机构对中国市场的看好。近日，全球资管巨头贝莱德、富达、瑞银等陆续发布了2025年中国市场展望，整体上看，上述机构对2025年中国宏观经济和股市表现均持较为乐观的态度。贝莱德大中华区投资策略师陆文杰分析称，针对中国市场，全球投资者认为中国政策会有底部保护，在这种情况下，贝莱德对中国股票持战术性“超配”的观点。贝莱德基金量化及多资产投资总监王晓京表示，从全球市场来看，中国股票仍处在估值洼地，如果今年有持续的增量政策出台，进一步增强海外投资者对于中国经济转型和化债长期目标的信心，外资就有望进一步回流中国市场。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.