21世纪经济报道·2025-07-19 00:54Core Viewpoint - Chinese assets experienced a significant surge in the U.S. stock market, with the Nasdaq Golden Dragon China Index rising over 2% at one point, reflecting strong investor interest in Chinese stocks [1][2][3]. Group 1: Market Performance - The Nasdaq Golden Dragon China Index closed up 0.6%, with a weekly increase of 3.93% [1]. - The three-times leveraged FTSE China ETF rose by 3.83%, while the two-times leveraged China Internet Stocks ETF increased by 2.75% [1]. - Multiple Chinese concept stocks saw substantial gains, with LuDa Technology soaring over 33% and several others, including New Oxygen and iQIYI, rising more than 17% and 3% respectively [4][5]. Group 2: ETF Performance - KraneShares China Overseas Internet ETF (KWEB) increased nearly 7% this week, marking the largest weekly gain since early March [7]. - iShares MSCI China ETF (MCHI) also saw a rise of over 4%, indicating strong performance in Chinese ETFs [7]. Group 3: Foreign Investment Sentiment - Foreign capital is increasingly attracted to Chinese assets, with Citigroup upgrading the ratings for Chinese and South Korean stock markets to "overweight" [12][13]. - The report highlights a shift towards consumer-driven economic growth in China, with potential policy measures expected to benefit sectors such as consumption, internet, and technology [13].