大幅加仓！外资湾区机构看好中国核心资产

Core Viewpoint - Foreign investors are increasingly optimistic about investing in China's core assets, with a notable focus on A-shares and Hong Kong markets [2][3]. Group 1: Investment Trends - In 2023, there has been a significant increase in A-share investments by foreign institutions, indicating a positive outlook on the Chinese market [1][2]. - A recent event organized by the Shenzhen Stock Exchange involved nearly 40 representatives from over 20 foreign sovereign funds and large long-term asset management institutions visiting companies in the Guangdong-Hong Kong-Macao Greater Bay Area [2]. Group 2: Market Perception - Some foreign institutions previously held misconceptions about China, but current sentiments reflect a belief that China is preparing for future market demands rather than just responding to present needs [2]. - The Chief Investment Officer of JMC Capital expressed a strong preference for the Hong Kong market, anticipating a shift of Chinese companies from U.S. listings to Hong Kong [2]. Group 3: Asset Selection - Chinese assets are viewed as a strong choice for risk-averse investors, especially in light of potential market disruptions, due to China's preparedness for trade conflicts and geopolitical tensions [3]. - Recent developments in national policies have encouraged technological advancements and the integration of private enterprises, scientists, and capitalists, leading to significant investment opportunities [3][4]. Group 4: Future Investment Focus - The investment strategy is shifting towards assets characterized by "specialized, refined, and innovative hard technology," which focus on niche markets, operational efficiency, and technological breakthroughs [4]. - Key sectors for investment include robotics, new energy, high-end manufacturing, and biomedicine, where companies can establish core technological capabilities [4].