4月2日，上海财经大学校长刘元春在江苏扬州的一场公开活动上表示，以DeepSeek事件为标志，中 国科创崛起正在重塑中国资产的估值，中国科创企业正在技术突破、成本控制和商业化应用方面展现独 特优势。在中美科技竞争加剧、全球资本流动格局变化的背景下，中国科创的全面崛起不仅是技术进步 的体现，更是中国叙事逻辑的一次深刻重塑。 刘元春也强调，中国市场结构与市场秩序的治理是中国叙事和中国估值在中期全面持续的一个重要决定因 素，必须上升到新的高度。他还谈道，美国经济是否加速步入衰退期是美国叙事逻辑变化的关键，假如在 4月披露的美国一季度国内生产总值（GDP）增速为负，美国消费者价格指数（CPI）上升突破3%。美联 储很可能在4月下旬或5月份开启新的降息阶段。一旦美国降息，我国货币政策空间将更加充足。 中国资产重估不是短期事件 今年农历新年前后，以DeepSeek事件触发，国际社会出现对于中国发展叙事逻辑的逆转。刘元春表示， DeepSeek在一周之内获得了全世界的热捧，在资本市场只要与DeepSeek相关的股票都快速上升。在这 一轮中国资产的上涨潮里，与新质生产力相关的、战略性新兴产业相关的中国公司股票实现全面引领。但 ...

Core Viewpoint - The article emphasizes China's role in providing stability and certainty in a world characterized by uncertainty, highlighting the importance of global South cooperation and China's contributions to global governance [2][5][14]. Group 1: Global South and China's Role - The global South now accounts for over 40% of the world's economic output and contributes 80% to global economic growth, with the BRICS group becoming a key player in this context [2][5]. - China is seen as a responsible major power, actively participating in global governance and promoting initiatives like the Belt and Road Initiative to foster international cooperation [5][14]. - The article discusses the increasing unity among global South countries, with over 100 nations supporting major global initiatives, indicating a shift in international dynamics [5][14]. Group 2: China's Economic and Technological Contributions - China's robust market and domestic demand, along with its strong industrial and innovative capabilities, are highlighted as key factors for its economic confidence and future growth [3][6]. - The article notes that China's technological advancements, particularly in areas like 5G and quantum computing, are crucial for global progress and that China is willing to share its innovations with other developing nations [3][11]. - China's commitment to multilateralism and its expanding "circle of friends" are expected to bring positive energy to the world, promoting collaborative solutions to global challenges [6][14]. Group 3: Global Governance and Stability - The article underscores the significance of the Shanghai Cooperation Organization (SCO) in maintaining stability in the Eurasian region, with China playing a pivotal role in its development [9][14]. - It mentions that the upcoming year 2025 is significant for both China and the world, marking important anniversaries and events that will shape future international relations [8][9]. - The article concludes that the global South's increasing influence is essential for reshaping international order and ensuring a more equitable global governance system [15].