胡志明市 FDI 结构升级 数字基建与金融科技成投资新热点

Group 1 - The core viewpoint is that Ho Chi Minh City's foreign direct investment (FDI) structure is undergoing a significant transformation, with a focus on large data centers, digital infrastructure, and fintech, injecting high-quality growth momentum into the city's economy [2][3] - G42 Group from the UAE and a local investor alliance signed a cooperation agreement to invest $2 billion in building and operating an international standard large data center in Ho Chi Minh City, while another U.S. investor is advancing a separate $2 billion data center project, committing to disburse $1.2 billion (60% of total investment) by Q2 2026 [2] - The Ho Chi Minh City International Financial Center (VIFC-HCMC), launched on February 11, is a key vehicle for this transformation, focusing on building technological infrastructure and aiming to become a regional capital hub, attracting a commitment of $10 billion from Singapore-Australia asset management company VPAM over five years [2] Group 2 - The shift in FDI indicates a move from traditional manufacturing to high-value-added sectors, with competitive advantages transitioning from low-cost labor to digital infrastructure and ecosystems [3] - To match the transformation needs, the city is advancing large infrastructure projects such as the Can Gio International Transit Port and metro systems, as well as energy projects like offshore wind power and LNG generation, ensuring energy supply for the digital economy while aligning with international sustainability standards [3] - The city aims to restore double-digit GRDP growth starting in 2026 and to become an international super city by 2045, continuously enhancing its attractiveness for high-quality FDI through improved investment environment, infrastructure, and human resource development [3]