美聯儲洛根：貨幣政策並未抑制經濟。

Several global financial institutions have raised China outlooks and increased allocations to Chinese technology firms, accelerating onshore investment. MSCI has formally added 19 A-shares to the MSCI China Index, concentrated in optical communications, computing power and high-end manufacturing, which eases foreign access to these names. Foreign holdings of A-share free-float market value exceed 4 trillion yuan and year‑to‑date inflows have been steady via various channels. Investment banks including Morgan Stanley and Deutsche Bank have recently lifted their 2026 China GDP forecasts; many cite China’s core competitiveness in tech innovation as the main rationale for increasing exposure.

U.S. Treasury Secretary Bessent said inflation will be a "short-term fluctuation".