毕盛资产王国辉： 看好中国经济发展“MIT”优势

Core Viewpoint - The founder and chief strategist of Bison Asset, Wang Guohui, expresses a strong bullish outlook on the Chinese capital market, attributing this to China's "MIT" advantages: Manufacturing, Innovation, and Talent [1][2] Group 1: Manufacturing - China has established a robust manufacturing ecosystem over the past thirty years, which includes not only factories and machinery but also a comprehensive infrastructure of ports, airports, roads, and power plants [1] - The application of artificial intelligence in manufacturing by Chinese companies is expected to enhance this advantage in the coming decades [1] Group 2: Innovation - Historically, many Chinese companies have been reluctant to invest in innovation, preferring to utilize existing technologies for quicker returns [1] - The presence of a significant number of Chinese engineers in top U.S. tech companies indicates a strong potential for innovation, with companies like DeepSeek making breakthroughs in large language models [1] Group 3: Talent - The talent pool in China includes proactive and creative entrepreneurs, engineers, and industrial workers, which is a key factor in the country's development [2] - Visits to innovative companies, such as a biotechnology firm in Chengdu, reinforce confidence in China's future, highlighting the importance of education and experience among founders [2]