逐句讲解 | 外资加码中国市场，港股增持潮来袭

Foreign Capital Increases Investment in China, Hong Kong Stocks Attract More Funds
In early 2026, foreign capital has shown increasing interest in China’s market.
2026年初，外资机构对中国市场的兴趣持续升温。
Since January 1, JPMorgan has been actively increasing its holdings in Hong Kong-listed companies such as CATL and Ganfeng Lithium, focusing on sectors like new energy and biomedicine.
摩根大通自1月1日起在港股市场增持宁德时代、赣锋锂业等多家中国企业股票，主要集中在新能源和生物医药等领域。
This move reflects an increasing expectation of stabilization and recovery in the Chinese economy, along with the attractiveness of Hong Kong stocks due to their low valuations.
这一举措显示出国际资本对中国经济企稳回升的预期逐渐增强，同时港股的低估值吸引了大量资金。
Investment bankers believe that this trend of increased investment will continue.
投行人士认为，随着国际资本对中国市场的信心增强，增持潮有望持续。
2026 is expected to be a year when foreign capital continues to increase investment in China, especially in new energy and technology sectors.
预计2026年将是外资继续加码中国股市的一年，特别是在新能源和科技领域。