外媒：科技进步、市场活力双驱动 外资对华投资热情升温

Core Insights - Foreign investment interest in China's market is significantly increasing due to the rapid development of the high-tech industry and strong stock market performance [1][2] Group 1: Technology Sector Developments - Major Chinese tech companies like Alibaba are launching self-developed AI models, while chip companies like Cambricon are making breakthroughs, boosting market confidence in the high-tech sector [2] - The CSI 300 index rose by 16% this quarter, and the ChiNext index, focused on tech stocks, surged nearly 50%, making it one of the best-performing indices globally [2] - 90% of U.S. clients recently contacted by a strategist expressed a clear intention to increase investments in the Chinese market, the highest level since early 2021 [2] Group 2: Economic Resilience and External Factors - The increase in foreign interest in Chinese assets is driven by improvements in fundamentals and the country's resilience in the face of U.S. trade restrictions [3] - Investors are seeking alternatives to U.S. dollar assets due to the U.S. government's confrontational trade policies and the Federal Reserve entering a rate-cutting cycle [3] Group 3: Long-term Investment Opportunities - In the first half of this year, foreign capital has increased its holdings in Chinese stocks, bonds, loans, and deposits, a trend likely to continue [4] - The issuance of RMB-denominated bonds by Chinese tech companies in Hong Kong has expanded, attracting a growing base of global investors [4] - There is a significant gap between China's global economic influence and the low allocation of foreign investors, representing important long-term opportunities [4]