景顺投资黄婉君：境估值洼地与创新驱动并行，中国资产正迎境外长期资金机遇

Core Insights - The interest of foreign investors in the Chinese market is continuously increasing, with Chinese assets being attractive in terms of global valuation and investment value [1][3]. Group 1: Investor Sentiment - Foreign institutional investors, such as pension funds, are focusing more on the fundamentals and long-term growth potential of companies [3]. - After market fluctuations, investor sentiment has become more stable, emphasizing company quality, growth, and sustainability [3]. Group 2: Market Stability - The key to the Chinese market lies in "stability and sustainability," with an expectation that foreign capital inflow will accelerate if the market maintains a stable trend [3]. - Many overseas institutions are closely monitoring the performance and volatility of the Chinese stock market [3]. Group 3: Structural Opportunities - China is transitioning from a "global manufacturing center" to a "global innovation center," with significant potential in innovation sectors such as AI and semiconductors [3]. - There is a need for improved understanding of China's technological innovations in foreign markets [3]. Group 4: Risk Management - It is suggested to enhance risk hedging mechanisms at the product level, such as introducing index futures, ETF futures, and options to help investors reduce systemic risks [3].