瑞士万亿金融巨头，最新发声！

Group 1 - The core viewpoint is that Switzerland's Pictet Asset Management sees China as a long-term strategic market and is committed to sustainable development in its Chinese operations [1][12] - Pictet Asset Management has increased its allocation to Chinese stocks, citing favorable policy support for market valuation recovery [1][6] - The firm is planning to launch a third mutual recognition fund and is optimistic about the expansion of the Wealth Management Connect in the Guangdong-Hong Kong-Macao Greater Bay Area [7][12] Group 2 - The U.S. tariff policy has shaken global investor confidence, leading some investors from South Korea and Taiwan to diversify away from U.S. assets into European and emerging market investments [3][4] - As of June 2023, non-U.S. investors held $26 trillion in U.S. assets, indicating that even a 5% shift to other markets could have a significant impact [4] - Asian investors are increasingly favoring low-volatility multi-asset strategies, reflecting a long-term trend towards income and fixed dividend preferences [5] Group 3 - The perception of the Chinese market has improved among Pictet's executives following increased visits to China, leading to a deeper understanding of the country's economic vitality [11][12] - The firm emphasizes a long-term investment approach, focusing on sustainable growth rather than short-term gains, which has historically led to stable returns [12][13] - Pictet Asset Management is cautious about rapid expansion, prioritizing employee sustainability and brand integrity over short-term growth [13]