Foreign investors boost Chinese stock holdings as AI hardware, green energy lure inflows
第二季度外国投资者增持了约三分之一的中国股票持仓,重点买入人工智能供应链及绿色能源行业相关企业。截至 6 月底,全球基金管理人持有的 A 股上市公司股份达 101 亿股,较第一季度增加 26 亿股;外资持股价值飙升 87% 至 2728 亿元人民币。
EVENT DOSSIER
As of August 31, 2026, foreign investors continued to increase their holdings in the Chinese stock market. This trend was mainly driven by investment opportunities in artificial intelligence hardware and green energy, resulting in a significant increase in net capital inflows into these sectors.
第二季度外国投资者增持了约三分之一的中国股票持仓,重点买入人工智能供应链及绿色能源行业相关企业。截至 6 月底,全球基金管理人持有的 A 股上市公司股份达 101 亿股,较第一季度增加 26 亿股;外资持股价值飙升 87% 至 2728 亿元人民币。