2026年刚开年，外资已开始看多中国股市。多家国际知名投行和资产管理机构纷纷上调对中国股票市场的评级，认为在政策支持、经济企稳以及估值优势的多重驱动下，中国股市正迎来新一轮投资机遇。高盛、摩根士丹利等机构指出，中国政府近期出台的一系列稳增长措施，包括财政刺激、房地产政策优化以及资本市场改革，显著增强了市场信心。同时，A股整体估值仍处于历史低位，相较于全球其他主要市场具备较强吸引力。此外，人民币汇率趋于稳定，也为外资回流创造了有利条件。数据显示，2026年1月北向资金净流入规模创近一年新高，显示外资正在加速布局中国市场。分析人士普遍认为，随着全球经济逐步走出通胀压力，中国作为全球第二大经济体的增长潜力将更加凸显，长期配置价值日益受到国际资本认可。
At the start of 2026, foreign investors have already turned bullish on China’s stock market. Several leading global investment banks and asset management firms have upgraded their ratings on Chinese equities, citing supportive government policies, economic stabilization, and attractive valuations as key drivers. Institutions such as Goldman Sachs and Morgan Stanley note that recent measures introduced by the Chinese government—including fiscal stimulus, optimized real estate policies, and capital market reforms—have significantly boosted investor confidence. Moreover, A-share valuations remain near historic lows, offering compelling value compared to other major global markets. The stabilization of the renminbi exchange rate has also created favorable conditions for foreign capital inflows. Data shows that net northbound fund inflows in January 2026 reached a one-year high, indicating accelerated foreign investment into China. Analysts widely believe that as the global economy gradually emerges from inflationary pressures, China’s growth potential—as the world’s second-largest economy—will become increasingly evident, reinforcing its long-term appeal to international investors.
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