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UBS: Int'l Investors Show Markedly Higher Interest in CN Stocks, with AI Themes Topping Concerns
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Meng Lei, a China equity strategist at UBS Securities, stated that the broker has engaged with dozens of international investors based in Asia-Pacific and Europe over the past month regarding the Chinese stock market. Overall, overseas investors’ attention and sentiment toward Chinese equities have shown an apparent uptrend. The broker’s optimism on Chinese equities has been endorsed by the vast majority of investors, with concerns received from investors appearing to be at their lowest level in the past two years. Meng believed that the improvement in investor sentiment is partly driven by the rapid rebound in the stock market itself, as well as confidence boosted by innovations in Chinese AI and comprehensive policy easing. In Meng’s view, AI and related industries (including humanoid/industrial robotics and smart driving) remain the most prominent investment themes for international investors. Regarding the consumer sector, with signs of stabilization in housing prices and transaction volumes in T1 cities, a continuous supply of high-quality consumption content, and ongoing consumption stimulus policies, some long-term investors have begun inquiring about opportunities to buy on dips. However, interest in dividend-focused and outbound investment themes has waned. During market upswings, high-dividend sectors, known for their defensive nature and lower beta, have generally underperformed. This year, U.S. tariffs on goods from China and various global regions may disrupt external demand. AAStocks Financial News |
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