"我们从 2023 年开始加仓，今年提升了 A 股的投资，年初就开始大幅加仓。"近日，在深交所主办 的"境外投资者走进粤港澳大湾区上市公司"活动，奥恺基金创始人曾晓松对 21 世纪经济报道记者说 道。 这是当前外资机构持续加码中国核心资产的一个缩影。 张德懋对记者进一步指出，在所有的市场中，更多看好香港市场，"香港是金融中心，未来如果中国企 业减少去美国上市，（他们会）把步伐转移至香港市场，所以说我们特别看好港交所的企业。"从行业 上看，张德懋看好内需消费、科技类企业。 此外，张德懋还认为，从避险资产的角度看，中国资产也是非常好的选择，"自2018年中美贸易冲突开 始升级以来, 中国一直在默默,、审慎且系统地筹备应对之策，如果未来市场上出现一些黑天鹅事件的 话，中国资产会是非常好的选择，因为中国比世界上其他的国家对贸易摩擦升级、地缘冲突等事件准备 更充足。" 曾晓松也对记者指出，最近几年，国家的政策有了进一步的发展，一是坚决执行改革开放的路线，鼓励 科技发展。同时，在民营经济领域，民营企业家、科学家及资本家三者结合，爆发出了巨大的能量。 "像今年年初的DeepSeek和宇树科技，我们认为只是这股趋势中一个比较 ...

Group 1 - The Shenzhen Stock Exchange hosted an event to connect overseas investors with companies in the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing innovative achievements and facilitating in-depth discussions on new productivity and industrial chain upgrades [1] - Over 40 representatives from more than 20 overseas sovereign funds and large asset management institutions participated, indicating strong interest in China's economic vitality and investment opportunities [1] - Investors expressed a positive outlook on A-shares, noting the emergence of remarkable technology products in China that support the optimization of asset valuation [1] Group 2 - International capital is increasingly focused on Chinese assets, with 59% of respondents in a survey prioritizing China as a market for future investment [2] - The stability and predictability of Chinese assets are key attractions, supported by consistent policies and a clear growth logic in technology innovation [2][3] - Companies are enhancing their investment value through cost control and shareholder return mechanisms, alongside significant R&D investments [3] Group 3 - Companies with "specialized, refined, and innovative" characteristics are expected to perform well, focusing on niche markets and building competitive advantages through technology [4] - A balanced approach of "stability" and "progress" is essential for companies to maintain investor trust while planning for long-term competitiveness [5] - Companies are targeting annual revenue growth of 20% to 30%, with a focus on sectors like AIDC power supplies and electric vehicle components [5] Group 4 - CIMC Vehicles is leveraging opportunities in the electric truck market, with a monthly penetration rate of 26.03% for new energy heavy trucks, and is focusing on R&D for electric head trailers [6] - The company is implementing global strategies to mitigate market risks, with over 50% of its revenue coming from overseas markets [7] - CIMC Vehicles is actively promoting its "Starlink" and "Xiongqi" plans to capitalize on the electrification and intelligence trends in commercial vehicles [7]