近期，多家外资公募基金公司纷纷表达对A股市场的坚定看好态度，并积极布局以人工智能、半导体、新能源等为代表的科技赛道。在全球经济不确定性加剧的背景下，中国持续推进科技创新和产业升级，为资本市场提供了新的增长动能。外资机构普遍认为，当前A股估值处于历史低位，具备较高的安全边际，而科技板块作为高质量发展的核心引擎，长期投资价值显著。例如，贝莱德、富达、路博迈等国际资管巨头已通过旗下中国公募产品加大了对高端制造、数字经济和绿色能源等领域的配置。他们指出，中国政府在政策层面持续支持科技自立自强，叠加企业盈利逐步改善，使得A股科技板块具备较强的吸引力。此外，随着中国资本市场对外开放不断深化，外资参与便利度提升，也增强了其长期配置A股的信心。总体来看，外资公募的“看多”并非短期博弈，而是基于对中国结构性改革和产业升级趋势的深度认同。未来，随着更多增量资金流入科技赛道，A股有望在全球资产配置中扮演更加重要的角色。
Recently, several foreign-invested public fund managers have expressed strong confidence in China’s A-share market and are actively allocating capital to technology sectors such as artificial intelligence, semiconductors, and new energy. Against a backdrop of heightened global economic uncertainty, China’s continued push for technological innovation and industrial upgrading is creating new growth drivers for its capital markets. Foreign institutions generally view current A-share valuations as historically low, offering attractive risk-adjusted returns, with the technology sector—central to China’s high-quality development—holding significant long-term investment value.For instance, global asset management giants like BlackRock, Fidelity, and Neuberger Berman have increased allocations through their China-domiciled public funds to areas including advanced manufacturing, the digital economy, and green energy. They highlight that consistent policy support from the Chinese government for technological self-reliance, combined with gradually improving corporate earnings, enhances the appeal of A-share tech stocks. Moreover, the deepening opening-up of China’s capital markets has made it easier for foreign investors to participate, further bolstering their long-term confidence.Overall, this bullish stance by foreign public fund managers reflects not short-term speculation but a strategic conviction in China’s structural reforms and industrial transformation. As more capital flows into the technology sector, the A-share market is poised to play an increasingly important role in global asset allocation.
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