中东资本加码押注中国，“20万亿美元市场，肯定有优质机会”

Core Insights - Middle Eastern capital is increasingly confident in the Chinese market, with the Abu Dhabi sovereign wealth fund Mubadala signaling a commitment to boost investments in Asia, particularly China [1][4] - Mubadala's Asia head emphasized the fund's long-standing relationship with China and its belief in the potential of the $20 trillion Chinese economy, dismissing concerns about market saturation [1][2] - The fund plans to increase its investment in the Asia-Pacific region from 13% to 20% over the next decade [2] Investment Trends - Mubadala's notable investment includes a partnership with several firms to invest approximately 60 billion RMB in Dalian Xindameng Commercial Management Co., acquiring a 60% stake [2] - Middle Eastern sovereign wealth funds are projected to account for about 60% of global sovereign fund investments in China in 2024, amounting to approximately $6 billion [4][5] Strategic Partnerships - The relationship between China and Middle Eastern countries is becoming more strategic, with a focus on technology sectors such as AI, electric vehicles, and life sciences [5] - Recent discussions between Chinese and Saudi officials highlight a mutual interest in expanding bilateral trade and investment, particularly in renewable energy and supply chain cooperation [6] Market Performance - The Chinese stock market has shown strong performance this year, driven by optimism in sectors like artificial intelligence, with the Hang Seng Tech Index rising approximately 40% [5]