JPM 的交易台观察到：
来自区域性的 long only 的资金流入显著增加，而全球投资者对香港和中国市场的兴趣则表现不一。
The JPM HT desk has observed a significant up in flows from regional long - only funds, while global investors show a mixed appetite for Hong Kong and China.
在持仓方面：
全球和外国投资者仍然犹豫不决，不愿大幅从 “七巨头” 中撤出资金转向中国人工智能领域，这表明中国人工智能交易仍处于早期阶段。
In terms of positions, global and foreign investors remain hesitant to significantly rotate out of the "Magnificent 7" and into China AI, indicaGng that the China AI trade is sGll in its early stags.
