近期，多家国际知名投资机构纷纷上调对中国科技股的评级，表达对2024年中国科技板块表现的乐观预期。高盛、摩根士丹利等外资投行指出，随着中国经济稳步复苏、政策支持力度加大，以及人工智能、半导体、新能源等关键科技领域持续突破，中国科技企业正展现出强劲的增长潜力。此外，中美关系阶段性缓和、中概股监管环境改善，也增强了外资配置中国资产的信心。部分基金经理表示，当前中国科技股估值处于历史低位，具备较高的安全边际和长期投资价值。尤其在生成式AI、云计算、电动车产业链等赛道，中国企业已在全球竞争中占据重要地位。因此，不少外资机构计划在明年加大对优质中国科技股的布局，将其视为全球多元化投资组合中的关键一环。
Recently, several prominent international investment institutions have upgraded their ratings on Chinese technology stocks, expressing optimism about the sector’s performance in 2024. Global banks such as Goldman Sachs and Morgan Stanley note that China’s steady economic recovery, stronger policy support, and breakthroughs in key tech areas—including artificial intelligence, semiconductors, and new energy—are driving robust growth potential among Chinese tech firms. Additionally, a temporary easing of U.S.-China tensions and improved regulatory clarity for U.S.-listed Chinese companies have bolstered foreign investors’ confidence in allocating capital to Chinese assets. Some fund managers highlight that valuations of Chinese tech stocks are currently at historically low levels, offering attractive risk-adjusted returns and long-term investment value. Particularly in sectors like generative AI, cloud computing, and electric vehicle supply chains, Chinese companies have secured significant positions in global competition. As a result, many foreign institutions plan to increase their exposure to high-quality Chinese tech equities next year, viewing them as a critical component of a globally diversified portfolio.
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