【环球财经】渣打温拓思：国际投资者“觉醒”中国科技竞争力与投资价值

Group 1 - The core viewpoint is that global capital is increasingly recognizing the investment value of Chinese technology innovation, particularly in emerging sectors like AI, electric vehicles, and clean technology, with Chinese stock valuations still at relatively low levels and potential for upward movement [1][2][3] - International investors are becoming aware of the global competitiveness of technologies developed in China, leading to a realization that some Chinese stocks can offer best-in-class asset returns [2][3] - China's economic growth rate exceeded 5% year-on-year in the first three quarters, indicating a robust and sustainable economic foundation, although there are structural differences in industry performance [3][4] Group 2 - The supply chain finance sector is poised for significant development opportunities as Chinese companies accelerate their international expansion, with Standard Chartered leveraging its understanding of both Chinese and international supply chains to provide critical insights and financial support [4][5] - Standard Chartered has launched a one-stop cross-border financial solution called "Standard Chartered Global Chain," focusing on accounts receivable and payable management, risk management, and cross-border fund management to support enterprises [5][6] - The internationalization of the RMB is accelerating, with a need to expand offshore markets and provide more investment options in RMB to international investors, which is crucial for the currency's broader use [7][8] Group 3 - Shanghai has made significant progress in infrastructure, financial regulation, and legal development, contributing to its evolution into an international financial center, with a strong ecosystem in asset management, banking, insurance, and brokerage [8] - The Shanghai Free Trade Zone is developing offshore business, primarily supporting onshore entities, and is seen as a model for gradual opening, catering to foreign institutions managing both onshore and offshore operations [8][9]