【西街观察】服贸焕新，长期资本的风向标

Core Insights - The 2025 Service Trade Fair, themed "Digital Intelligence Leading, Service Trade Renewing," marks 13 years of innovation and transformation in China's service industry and trade [1] - The fair serves as a new anchor for linking financial capital and a long-term capital barometer, showcasing advanced technology applications and new digital empowerment [1] - The event features nearly 2,000 exhibitors, including around 500 Fortune 500 companies, with over 20% international participation, establishing itself as a global platform for capital flow [1] Group 1 - The fair highlights nine key exhibition topics, including telecommunications, computer and information services, health services, and financial services, which are also hot investment areas in the capital market [1] - Innovative products showcased include the world's first 3D-printed polymer fatigue-resistant absorbable vascular scaffold and a professional optical quantum computer, demonstrating the innovation strength and development potential of service trade [2] - Long-term capital is essential for funding intensive and knowledge-intensive service trade enterprises, supporting new business models and innovation [2] Group 2 - The fair reflects a dual engagement between service trade and long-term capital, emphasizing the importance of understanding future industry trends for successful investments [3][4] - High-frequency terms like "AI+", digitalization, and green low-carbon initiatives reveal deep trends in future industry development, driving commercial value creation [3] - The event showcases the mutual empowerment of long-term capital and technology, highlighting the need for sustained investment in emerging industries facing high funding and R&D challenges [2][3]