重阳投资王庆：全球资金“高配美、低配中”与两国科技经济实力严重背离

Group 1 - The core viewpoint is that there is a significant imbalance in global capital allocation, with excessive investment in the US market and insufficient investment in the Chinese market, which does not reflect the actual economic strength of both countries [1][2] - The current allocation discrepancy creates a structural opportunity for global capital flow, as a potential shift in the US economy or capital market could lead to a reallocation of funds towards the undervalued Chinese market [1] - China's economic development and technological advancements provide a natural hedge against the US economy and technology sector, which holds significant value in global asset allocation [1] Group 2 - As the global investment landscape shifts, there is a prediction that funds will gradually move from the over-allocated US market to the under-allocated Chinese market, presenting a historic development opportunity for China's capital market [2] - This rebalancing of global funds is expected to lead to a more reasonable pricing of Chinese assets and further enhance the functionality of the capital market, providing crucial financial support for high-quality economic development in China [2]