富达国际：平衡投资放眼美国以外 欧亚科技企业投资价值浮现

Group 1 - The core viewpoint highlights that while US tech giants lead the global tech investment market, there are undervalued tech stocks outside the US that present attractive investment opportunities [1][2] - The Chinese mainland has established a strong position in sectors like electric vehicles, batteries, and robotics, with a focus on self-reliance in technology, enhancing its tech ecosystem [1][2] - Chinese tech companies are characterized by strong fundamentals, solid balance sheets, and excellent management teams, making them appealing to investors [1][2] Group 2 - Regulatory bodies in China are enhancing oversight of listed companies and encouraging share buybacks and increased dividends, making the market more attractive for investors [2] - The semiconductor industry in Taiwan presents investment opportunities due to its leading manufacturing technology and reliability, which are difficult for competitors to replicate [2] - Japan's e-commerce and digital advertising markets are growing, providing growth opportunities for Japanese internet companies [2] Group 3 - Despite the regional advantages of Asian and European tech stocks, US tech giants maintain a leading position globally, with attractive investment opportunities in cloud computing and social media [3] - There are undervalued companies in the automotive and industrial semiconductor sectors, as well as AI software suppliers and hardware companies benefiting from AI-driven upgrades [3] - A balanced investment strategy is crucial in the changing geopolitical landscape, with a focus on structural growth opportunities in AI, semiconductors, electronic payments, and e-commerce [3]