经济学家程实答21：美联储降息将使中国资产更具吸引力

Core Insights - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference was held in Guangzhou, focusing on empowering the Bay Area and exploring new opportunities, with over 1,200 representatives from 30 countries and regions attending [1] - The conference released two significant reports: the "Guangdong-Hong Kong-Macao Greater Bay Area Supply Chain Promotion Report" and the "Temporary Arbitration Guidelines for the China (Guangdong) Free Trade Pilot Zone" [1] Group 1 - The chief economist of ICBC International, Cheng Shi, highlighted the increasing attractiveness of Chinese assets to foreign capital, driven by the global recognition of China's technological strength and the stability of the Chinese economy [1] - Cheng noted that the recent global shift in risk appetite and the strong performance of Chinese manufacturing provide additional support for global funds focusing on Chinese assets, which in turn fuels the financial market development in the Greater Bay Area [1] - A potential interest rate cut by the Federal Reserve could further enhance the attractiveness of Chinese assets due to changes in global interest rate differentials [1] Group 2 - The Greater Bay Area aims to establish itself as an international technology innovation center, aligning with global trends [2] - Cheng emphasized the dual advantages of the Greater Bay Area: its robust financial infrastructure and the vibrant development of its scientific and technological sectors [2] - The interplay between finance empowering the technology sector and technology invigorating the financial market is evident globally, with the Greater Bay Area exemplifying this dynamic [2]