[Foreign institutions pay attention to Chinese assets, and global long-term funds increase their allocation of Chinese stocks] October 8th, during the National Day holiday, the external market was not calm. The 10-year U.S. Treasury yield once rose above 5.352%, hitting a 24-year high. Under the cloud of high interest rates, foreign investors' attention to Chinese assets has increased instead of falling. The latest report from Bank of America shows that global active long funds’ allocation to Chinese stocks has risen from “underweight” to “baseline neutral,” ending four years of underweight. Global asset management giants such as Fidelity International and Wellington Investment Management have also spoken out one after another, actively looking for China's "new generation of winners" in the complex macro landscape. (Securities Times)