全球资本"抢滩"中国科技股，万亿美元加仓潮引爆市场 地缘博弈风险：全球科技话语权争夺加剧，半导体、算法等"卡脖子"领域仍受压制。 泡沫化隐忧：南向资金情绪化涌入叠加"害怕错过"心态，短期波动或加剧。 散户掘金指南：三条主线锁定长期红利 第一梯队：中芯国际港股50天飙涨50%，腾讯重返500港元大关，阿里、美团涨超40%。 过去一个多月，全球对冲基金以数月最快速度涌入中国股市，推动在岸与离岸市场总市值增长超1.3万 亿美元。美国对冲基金巨头Appaloosa单季度增持阿里至12亿美元，拼多多、哔哩哔哩等二线标的同步 暴涨超20%。外资私募加速布局，宽立资本、英仕曼等机构密集备案新产品，摩根大通更直言："中国 资产重估刚起步，未来10年年均回报率或达7.8%！" 第二梯队：哔哩哔哩、快手2月暴涨24%-36%，外资调研澜起科技、汇川技术等A股公司超80次。 瑞银、华泰等机构提出"中国科技七巨头"概念——腾讯、阿里、比亚迪、中芯国际、小米、宁德时代、 华为，对标美股"七巨头"的14万亿美元神话。引爆点来自国产AI大模型DeepSeek：低成本、开源、高性 能特性改写全球AI竞争格局，高盛测算其未来十年或推动中国生产 ...

Core Viewpoint - Korean investors are increasingly buying Chinese stocks, with significant growth in trading volumes and a focus on technology sectors such as electric vehicles, artificial intelligence, and semiconductors [1][3][4] Group 1: Investment Trends - In February, Korean investors' trading volume in A-shares and Hong Kong stocks reached $782 million, a nearly 200% increase month-on-month, marking the highest level since August 2022 [3][4] - Chinese stocks occupied six of the top ten positions in net purchases by Korean investors from February 17 to 28, primarily in leading technology companies [3][4] - The return of foreign capital to the Chinese market is noted, with both short-term and long-term investors showing interest, particularly in the Hong Kong technology sector [1][6] Group 2: Market Performance - The performance of Chinese index ETFs listed on the Korean exchange has been strong, with the top ETF gaining 62.8% in the past month, contrasting sharply with less than 10% returns from U.S. index ETFs [4] - The A-share Science and Technology Innovation 50 Index has risen over 16% since January 13, while the Hang Seng Technology Index has increased by 43%, significantly outperforming other major stock indices [7] Group 3: Valuation and Future Outlook - Despite substantial gains, the average price-to-earnings ratio of China's "seven giants" in technology is 32.3 times, still lower than the 37.6 times for Nvidia, indicating potential for further appreciation [8][9] - Analysts predict that the Chinese AI sector's market value could rise from $350 billion to $480 billion by 2028, driven by technological advancements and supportive macroeconomic policies [8][9] - The overall sentiment among foreign investors is optimistic, with expectations of continued interest in Chinese assets and potential annual returns of 7.8% over the next 10 to 15 years [9][10]