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景顺:主权财富基金对中国股票的兴趣再度高涨
news flash·2025-07-14 07:42

Core Viewpoint - Sovereign wealth funds are increasingly interested in Chinese stocks, with a significant rise in those planning to invest more to benefit from the technology-driven rebound in China [1] Group 1: Investment Trends - 59% of sovereign wealth funds surveyed consider China a high or medium priority investment, up from 44% last year [1] - The survey included 83 sovereign wealth funds and 58 central banks, managing a total of approximately $27 trillion in assets [1] Group 2: Confidence in Technology - 78% of respondents believe that China's technology and innovation sectors will be globally competitive [1] - There is a strong expectation among investors that they do not want to miss out on China's technological advancements [1] Group 3: Future Investment Plans - A majority of funds expect to increase their allocation to Chinese stocks over the next five years, with 88% of Asian funds and 73% of North American funds planning to do so [1]