- 在对货物运输量下降以及房屋和汽车销售不振的担忧下，外国投资者正在减少对中国股票的购买。
- 沪深300股票指数在截至1月的三个月内跳涨18.47%后，2月份下滑2.94%至4034.51。
- 2月份，外国投资者通过香港和大陆之间的交易环节购买中国股票的速度明显放缓。2月份到目前为止，外国投资者通过交易环节净买入166亿元人民币（24.1亿美元）的内地股票，低于上个月同期的891亿元人民币和1月份全年的1412亿元人民币。
- 中国房地产市场、港口和电动汽车制造商的数据不尽如人意，美国的利率上升，以及美国击落一个疑似中国间谍气球后地缘政治紧张局势加剧，都引起了外国投资者的担忧。
- 对于试图估计中国经济反弹幅度的客户来说，最紧迫的问题仍然是其房地产市场的状况，这与消费需求密切相关。
- 1月份的房地产销售数据并不令人鼓舞。大多数私人开发商报告了两位数的销售额下降，其中中国国际金融有限公司控股集团的销售额下降了41%，中国SCE集团控股有限公司下降了39%，广州富力地产下降了71%。
- 由于政府逐步取消了对购买电动汽车和传统汽车的激励措施，1月份汽车销售受到冲击。比亚迪是上个月唯一一家报告销售额同比增长的主要上市制造商。
- 虽然取消COVID限制鼓励了更多人出行，但货物运输一直在放缓。
- 外国投资者可能会坐以待毙，直到中国政府在3月份设定经济增长目标。
- Foreign investors are reducing their purchases of Chinese stocks amid concerns about falling cargo shipments and lackluster sales of homes and cars.
- The CSI 300 equities index has slipped 2.94% in February to 4034.51 after jumping 18.47% in the three months ending in January.
- Foreign purchases of Chinese stocks via the trading link between Hong Kong and the mainland have slowed significantly in February. So far in February, foreign investors have bought a net 16.6 billion yuan ($2.41 billion) in mainland stocks using the trading link, down from 89.1 billion yuan in the same period last month and a record 141.2 billion yuan for all of January.
- Uninspiring data from China’s property market, ports, and electric-vehicle makers, rising interest rates in the US, and heightened geopolitical tensions after the US shot down a suspected Chinese spy balloon have raised concerns among foreign investors.
- The most pressing concern for clients trying to estimate the magnitude of the Chinese economic rebound remains the state of its property market, which is strongly associated with consumer demand.
- January’s property sales figures were hardly encouraging. Most private developers reported double-digit declines in sales, with sales falling 41% at CIFI Holdings Group, 39% at China SCE Group Holdings, and 71% at Guangzhou R&F Properties.
- Auto sales were hit in January as the government phased out incentives for purchases of EVs and traditional cars. BYD was the only major listed manufacturer that reported year-on-year sales growth last month.
- Although the lifting of COVID restrictions has encouraged more people to travel, cargo shipments have been slackening.
- Foreign investors are likely to sit on the fence until Beijing sets economic growth targets in March.
链接：Chinese reopening rally stalls as foreign investors cut purchases - Nikkei Asia