“新兴市场之父”麦朴思：约50%持仓为现金，宜观望中国市场

Group 1 - Mark Mobius maintains a "cash is king" viewpoint, with approximately 50% of his investment portfolio in cash and the other 50% in stocks [1] - The market has risen too high, making it difficult to find undervalued assets, with most company valuations being very high [1] - Holding cash can yield a good return of 4%-5% [1] Group 2 - Mobius suggests that a cautious approach towards the Chinese market is prudent until the situation regarding US-China negotiations becomes clearer [1] - Selective investments in areas such as artificial intelligence and the Chinese technology sector are recommended [1]