BABA(US:BABA) Zheng Quan Shi Bao·2025-09-11 23:37Group 1 - The core viewpoint of the news is that Chinese assets are experiencing a significant surge, with foreign investors increasing their allocations to Chinese markets [1][3][8] - The Nasdaq Golden Dragon China Index rose by nearly 3%, while the three-times leveraged FTSE China ETF surged over 7% [1][3] - Popular Chinese stocks saw substantial gains, with Alibaba increasing by 8% and several other stocks rising over 6% [1][3] Group 2 - Foreign investors net bought a total of $39 billion in Chinese bonds and stocks in August, indicating strong interest in Chinese assets [1][8] - Morgan Stanley reported that over 90% of U.S. investors expressed willingness to increase their exposure to the Chinese market, the highest level since early 2021 [6][7] - Factors driving this interest include China's leadership in sectors like humanoid robotics and biotechnology, ongoing policy support for economic growth, improved market liquidity, and a need for diversification away from U.S. markets [7][8]