南方基金副总裁、基金经理史博：AI驱动市场持续上涨 中国资产估值仍处提升阶段

Group 1 - The core viewpoint is that the recent increase in Chinese asset prices is driven by multiple factors, including the depreciation of the US dollar and the low interest rate environment, which enhances the attractiveness of Chinese assets to both domestic and international investors [1][2] - The increase in overseas long-term capital allocation to Chinese assets is still in its early stages, indicating significant potential for further investment [1] - The impact of AI and technological changes on economic growth and capital markets is expected to surpass traditional economic drivers in the coming years [1] Group 2 - The systematic rise in Chinese asset prices is influenced by the depreciation of the US dollar, which has led to increased value in assets like gold and subsequently boosted Chinese asset prices [2] - The current market environment shows a disparity in performance across different sectors, highlighting the need for investors to identify new drivers for sustained market growth [1][2] - The development of the Hong Kong Stock Connect has made it easier for domestic investors to access Hong Kong stocks, which are becoming increasingly important in the context of Chinese asset investment [2]