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美媒:“信心回来了”,华尔街对中国市场更乐观
Huan Qiu Shi Bao·2025-03-30 22:43

Group 1 - The core viewpoint of the articles highlights a renewed optimism among Wall Street regarding Chinese assets, driven by advancements in technology and supportive government policies [1][2] - Chinese stock markets have shown strong performance this year, with the Hang Seng Index rising nearly 20%, contrasting with declines in the S&P 500 and Nikkei 225 [1] - Major Chinese tech companies like Alibaba, Xiaomi, and BYD have experienced double-digit stock price increases, indicating a positive market sentiment [1][2] Group 2 - Financial executives from various institutions expressed confidence in investing in China, with Franklin Templeton's CEO stating that "China is absolutely worth investing in" [1][2] - The interest in Chinese technology sectors is growing among international investors, who are actively seeking partnerships with local institutions to access the mainland market [2] - The emergence of AI companies like DeepSeek has sparked significant interest, contributing to a 20 percentage point lead of the MSCI China Index over its U.S. counterpart this year [1][2] Group 3 - Concerns over inflation and tariffs have led to a prolonged downturn in the U.S. stock market, with significant declines in major tech stocks [3] - The volatility of U.S. government policies is causing global investors to seek safer markets, such as China, for investment opportunities [3]