外资对华投资二季度净流入87亿美元，仍处低位

Group 1 - The core concern is the stagnation of foreign investment in China due to fears of long-term economic stagnation and escalating US-China trade tensions, with foreign direct investment (FDI) in Q2 2023 being less than 10% of the peak level in Q1 2022 [2] - In Q2 2023, the net inflow of foreign direct investment was $8.7 billion, with new investments exceeding withdrawals, but the overall inflow remains at a low level [2] - The decline in foreign direct investment began in Q2 2022 due to the severe economic disruption caused by the lockdown in Shanghai, and negative growth in net inflow was first observed in Q3 2023 [4] Group 2 - China's GDP growth slowed to 5.2% year-on-year in Q2 2023, down from 5.4% in Q1 2023, reflecting a decrease in expectations for high growth amid a sluggish real estate market and insufficient domestic demand [5] - The ongoing impact of tariffs, including a 30% tariff on exports to the US, has increased costs for companies, further affecting their export capabilities [4][5] - The chief economist at Dai-ichi Life Research Institute noted that US vigilance regarding circumvention of tariffs is forcing companies to readjust their entire supply chains [4]