近期，尽管全球经济面临多重不确定性，外资对中国资产的配置热情依然不减。多家国际知名投行和资产管理机构纷纷上调对中国股市、债券及科技板块的评级，显示出对中国长期经济韧性和增长潜力的信心。其中，科技领域持续成为外资布局的重点方向。一方面，中国在人工智能、新能源、半导体、高端制造等前沿科技领域的政策支持力度不断加大，为相关企业创造了良好的发展环境；另一方面，中国庞大的内需市场和日益完善的产业链体系，也为科技创新提供了坚实基础。此外，随着A股和人民币资产在全球指数中的权重逐步提升，被动型资金流入也在加速。值得注意的是，外资不仅关注头部科技企业，也开始加大对专精特新“小巨人”企业的研究与投资。这表明其对中国科技生态系统的理解正从“大而全”向“精而强”转变。总体来看，在全球资产配置多元化需求上升的背景下，中国资产，尤其是科技类资产，正成为国际资本的重要选择。
Despite global economic uncertainties, foreign investors continue to show strong interest in Chinese assets. Major international investment banks and asset management firms have recently upgraded their ratings on Chinese equities, bonds, and particularly the technology sector, reflecting confidence in China’s long-term economic resilience and growth potential. Technology remains a key focus for foreign capital allocation.On one hand, China has significantly increased policy support for frontier tech sectors such as artificial intelligence, new energy, semiconductors, and advanced manufacturing, creating a favorable environment for related companies. On the other hand, China’s vast domestic market and increasingly robust industrial supply chains provide a solid foundation for technological innovation. Additionally, as the weight of A-shares and RMB-denominated assets rises in global indices, passive investment flows are accelerating.Notably, foreign investors are not only focusing on leading tech giants but are also intensifying research and investment in specialized, innovative SMEs—so-called “little giant” firms. This shift indicates a deeper understanding of China’s tech ecosystem, moving from a preference for scale to an appreciation for precision and strength. Overall, amid growing demand for diversified global asset allocation, Chinese assets—especially those in the technology sector—are becoming an increasingly important choice for international capital.
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