金色财经
金色财经|Mar 23, 2026 14:07
Central Bank Media: China's Capital Market Has Support for Positive Development According to a report by Golden Finance on March 23, the Financial Times, which is managed by the People's Bank of China, stated that under the interweaving of global geopolitical risks and market volatility, diversified diversification may become a key allocation strategy for overseas investment institutions. As a market with safety premiums and resilience advantages, A-shares are attracting more attention from long-term funds. There is currently a strong desire for global asset reallocation. From a global allocation perspective, if investors do not allocate to the Chinese industry chain, their global technology layout will be incomplete, "said Liu Song, President of the Asia Pacific region and Chairman of the Lubomi Fund of Lubomi Group. At the same time, he further emphasized that the unique "certainty" demonstrated by the Chinese market in the highly volatile global environment is the core logic of continuous reinforcement. From a medium to long term perspective, Jiang Xianwei believes that market fluctuations caused by geopolitical conflicts are often shorter than economic downturns, and will continue to focus on the following aspects: firstly, AI power and computing power coordination with dual support from domestic policies and overseas demand; The second is the independent and controllable logic of domestic capital expenditure upward, such as domestic computing power, cloud computing, etc; The third is the continuous development of overseas computing power chains, including optical modules, printed circuit boards, etc; The fourth is the future industries that domestic policies will focus on and the opportunities for reversal under the improvement of supply and demand.
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