放牛班的春天

半年报密集披露，长线资金调仓轨迹浮现_我的网站

A |     随着A股上市公司2026年半年报披露进入高峰期，社保、保险、合格境外机构投资者（QFII）等长线资金的持仓动向逐渐浮出水面。已披露的上市公司半年报数据显示，半导体、电子设备等赛道获持续加码，长线资金用真金白银为中国经济转型升级投出“信任票”。    (ECNS) -- Chinese modern tea brands such as Mixue Ice Cream & Tea and CHAGEE are rapidly expanding overseas and gaining popularity among young consumers around the world. From Southeast and Central Asia to the Americas, long queues outside Chinese tea shops are becoming an increasingly common sight.    Mixue Ice Cream & Tea now operates more than 4,500 stores across 16 countries. The brand recently opened its first store in São Paulo, Brazil, after entering the U.S. and Mexican markets. In Kyrgyzstan, its affordable ice cream and fresh lemonade have proved particularly popular, with local customers accounting for 95% of sales. Localization has been key to Mixue’s overseas growth. In Cambodia, for example, the company uses locally sourced dragon fruit and passion fruit to cater to local tastes while developing regional supply chains.    Meanwhile, CHAGEE has opened more than 370 stores overseas, including over 220 in Malaysia. The brand incorporates elements of traditional Chinese culture into its modern packaging and store designs, drawing inspiration from traditional embroidery and Chinese opera. Combined with prominent locations in major shopping malls, this distinctive cultural identity has helped Chinese milk tea become an increasingly fashionable choice among young consumers overseas.    (By Intern Lin Qiaochu, Zhang Dongfang)                    。分析人士认为，随着制度堵点逐步打通、考核机制向中长期转型，A股资金结构有望持续优化，“长钱长投”的良性生态渐行渐近。

B | （中国证券报）。

C |

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