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【全球资本“迁徙”进行时:对中国资产态度转为“计划布局”】2026年开年,亚洲科技股显著跑赢美股科技板块,折射出资金流向的深层逻辑:随着美联储进入降息通道、美元资产吸引力减弱,国际资本正在重新评估全球资产配置的风险与回报关系。过去十余年“资金单向流向美国”的格局正在出现松动,非美资产尤其是...
Sou Hu Cai Jing· 2026-01-19 22:45
Core Viewpoint - The article highlights a shift in international capital flows, with a growing interest in Asian markets, particularly Chinese assets, as global investors reassess risk and return dynamics amid changing monetary policies [1] Group 1: Capital Flow Trends - Asian technology stocks have significantly outperformed U.S. tech stocks at the beginning of 2026, indicating a deeper logic behind capital movement [1] - The long-standing trend of capital flowing predominantly to the U.S. is showing signs of loosening, with non-U.S. assets, especially in Asia, becoming the next focus for foreign investment [1] Group 2: Foreign Investment Strategies - Foreign investors are shifting their approach to Chinese assets from a wait-and-see attitude to a more proactive "planned layout" strategy [1] - There is a notable change in the strategies employed by foreign institutions, moving beyond just "long-short" strategies to include "long only" strategies, indicating a more bullish outlook on the market [1]