TREE NEWS reports: Between Oct. 1 and Nov. 8, 288 foreign institutions conducted 1,237 research visits to A-share companies, focusing on computing hardware, power-grid equipment, testing services, energy storage and high-end equipment. JPMorgan, Goldman Sachs and UBS have issued bullish views on the A-share market, while BlackRock and Franklin Templeton appeared on research lists for multiple A-share companies. Institutions focused on earnings delivery and valuation attractiveness after pullbacks.
288 foreign institutions conduct 1,237 A-share research visits since Q4
The breadth of foreign research activity — spanning computing hardware, grid equipment, energy storage and high-end equipment — points to a sector-specific rather than index-level interest, with institutions screening for earnings delivery and post-pullback valuations rather than making a broad market call. The presence of both bullish sell-side views and buy-side names on research lists suggests conviction is being built company by company. Whether that research translates into actual positioning, and whether the focus areas stay concentrated in these industrial and tech themes, is the open question to watch.
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