外资8月密集调研464家A股上市公司：医药生物热度最高，一家公司被83家外资“光顾”；电子行业38家公司被“盯上”，第三代半导体热度不减

中新经纬09-03 15:48

近期，外资机构对A股公司的调研节奏明显加快。　　同花顺iFinD数据显示，截至8月31日，外资机构8月单月调研了464家A股上市公司，相较7月211家环比上升120%。　　外资的调研覆盖面也显著扩大。据中新经纬梳理，医药生物板块跃升为外资8月最关注方向，多家医药公司获外资机构扎堆调研。百济神州等个股获外资扎堆调研　　具体到个股来看，同花顺iFinD数据显示，8月外资关注度最高的公司为百济神州，...

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百济神州等个股获外资扎堆调研　　具体到个股来看，同花顺iFinD数据显示，8月外资关注度最高的公司为百济神州，当月共获83家外资机构调研。中微公司和联影医疗均获58家外资机构调研，并列第二。新产业、迈瑞医疗、罗博特科、立讯精密等公司也均获30家以上外资机构调研。奥普特、奥比中光、盛美上海、双环传动、广合科技、三花智控、萤石网络、珀莱雅、石头科技、金盘科技等公司均获24家以上外资机构调研。　　对比7月来看，上述名单中，仅有罗博特科、奥比中光、广合科技、三花智控获外资机构调研。　　从所属行业来看，医药生物公司占据多数席位，半导体及设备紧随其后，电子制造与高端检测亦获较高关注。　　受创新药领域积极进展等因素驱动，医药生物行业本月获外资密集调研，受调研个股从7月的12家大幅增至8月的42家，参与调研的外资机构家数则从7月的38家大幅增至285家。　　电子行业在两个月中调研热度都较高。8月虽然被医药生物超越，但仍有38家公司获得调研，与7月数量基本持平。机构调研围绕AI算力硬件产业链，包括内存接口芯片、服务器PCB、光模块、半导体等环节。其中，有31家公司为第三代半导体概念股。　　此外，电力设备行业有25家公司获外资调研，机械设备行业有23家。　　从整体来看，外资调研8月新增了建筑材料、传媒、钢铁、环保、社会服务、美容护理、石油石化、轻工制造、商贸零售、煤炭等多个7月未覆盖的行业，显示出外资关注面显著拓宽。 国际投行延续高频调研节奏　　从机构维度看，8月外资参与调研的活跃度分化明显，头部机构调研频次显著高于行业平均水平。国际投行延续高频调研节奏，长线资管与对冲基金调研覆盖范围进一步扩大。　　Wind数据显示，高盛（亚洲）证券有限公司以41次调研位居8月外资机构调研次数榜首，调研个股数同样为41只，覆盖上证主板8只、深证主板16只、创业板10只、科创板7只。　　JPMorgan Chase &amp; Co.（摩根大通）和彝川资本管理有限公司以29次调研并列第二，调研个股均为29只。　　富瑞金融集团香港有限公司以28次调研排名第三，调研个股28只，重点覆盖深证主板11只。　　此外，花旗环球金融亚洲有限公司、博裕资本投资管理有限公司、Point72 Hong Kong Limited、摩根士丹利亚洲有限公司等外资机构8月调研次数均超20次，体现出较强的A股研究覆盖意愿。　　野村国际（香港）有限公司、清池资本（香港）有限公司、霸菱资产管理（亚洲）有限公司、淡马锡富敦投资有限公司等机构8月亦保持活跃调研节奏，在科技、医药、新能源等方向广泛布局。 外资对A股后市预期整体积极　　与调研热度相呼应，8月以来多家外资机构密集发布中国市场策略观点，整体判断仍偏积极。　　过去几个月，全球资本市场波动有所加剧，A股市场也经历了阶段性调整。瑞银全球研究部亚太区总监连沛堃表示：“我们认为，这轮调整更多体现为市场在前期上涨后的风险释放，而非中期趋势的根本性逆转。随着融资余额回落，市场去杠杆进程逐步接近尾声。”　　与此同时，他指出，维护资本市场平稳运行的积极因素正加速累积，市场修复基础持续夯实，这些都有助于下半年“慢牛”行情的延续。　　摩根大通中国股票策略师张晓宁近期在接受媒体采访时表示，该行继续超配中国股票，将MSCI中国指数、沪深300指数2026年底基准目标点位定为100点和5200点，悲观情景为80点和4000点。　　底气来自企业盈利与流动性。张晓宁援引摩根大通研究数据，沪深300今年每股盈利同比增速一致预期可达25%，2027年预计保持15%，MSCI中国指数则分别为13%和15%；A股换手率从调整前近6.5%的高位持续回落，8月以来维持在4%至5%区间；融资买入额占A股总成交量的比重目前已回升至9%至10%的常规合理区间。　　高盛研究部首席中国股票策略分析师刘劲津近日指出，从基本面上看，该机构认为中国AI公司对全球的重要性和影响力与国际资本在中国股票市场中的配置规模之间，存在巨大差距。　　他指出，尽管中国占全球人工智能总市值的12%，但国际投资者仅将其投资组合的1%配置到中国人工智能股票，这凸显出该地区尚未被充分发掘的机遇。“我认为这个差距在未来仍有很大的收窄空间，尤其是在电力基础设施和应用领域，许多外国投资者会发现其中蕴含着非常有吸引力的机会。”刘劲津说。（文章来源：中新经纬）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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