Recently, I’ve noticed that global investment banks are becoming markedly more positive in their ratings of Chinese companies.
JPMorgan raised its price target for Weichai Power, a Chinese industrial equipment group, citing growth in its AI data center power supply business.
Goldman Sachs upgraded $ZHIPU AI to Buy.
More importantly, foreign funds have ended their four-year underweight position in the Chinese market.
I think this signal is more interesting than any single rating—it suggests that sentiment toward Chinese assets may really be shifting.
JPMorgan raised its price target for Weichai Power, a Chinese industrial equipment group, citing growth in its AI data center power supply business.
Goldman Sachs upgraded $ZHIPU AI to Buy.
More importantly, foreign funds have ended their four-year underweight position in the Chinese market.
I think this signal is more interesting than any single rating—it suggests that sentiment toward Chinese assets may really be shifting.