Group 1 - The core viewpoint of the articles highlights the resilience of Chinese assets amidst the backdrop of disappointing U.S. non-farm employment data, which has caused fluctuations in global capital markets [1][2] - U.S. non-farm employment growth has slowed down, with significant downward revisions to the employment data for May and June, indicating a cooling labor market [1] - In contrast, Chinese assets have shown an independent upward trend, supported by multiple structural forces, including a clear macro policy direction and the release of domestic economic momentum [1][2] Group 2 - Foreign capital has increasingly shown interest in Chinese assets, with a net increase of $10.1 billion in domestic stocks and funds in the first half of the year, particularly a surge to $18.8 billion in May and June [2] - The resilience of Chinese assets is attributed to a combination of policy stability, economic structural upgrades, and global capital rebalancing, aligning with the trend of diversified capital allocation and value-seeking [2] - As the effectiveness of Chinese economic policies continues to unfold and technological innovations progress, the attractiveness of Chinese assets to global capital is expected to increase [2]
时报观察 持续释放内生动力 提升中国资产韧性
Zheng Quan Shi Bao·2025-08-04 18:43