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][3] 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 [2] - The application of artificial intelligence in manufacturing by Chinese companies is expected to enhance this advantage in the coming decades, making it difficult for any other country to replicate such a large ecosystem [2] Group 2: Innovation - Historically, many Chinese companies have been reluctant to invest in innovation, preferring to utilize existing technologies for production [2] - However, 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 [2] 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 [3] - Visits to innovative companies, such as a biotechnology firm in Chengdu with founders educated in the U.S., reinforce confidence in China's future growth [3]