China's Tech Companies Relocate to Singapore
Chinese technology companies are increasingly listing in Hong Kong, with a growing trend of hard technology enterprises dominating the market. Foreign investors are shifting their focus from Chinese consumer and internet stocks to technology sectors like AI, low-cost computing, and high-end manufacturing.
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Sources · 7 independent
CNR Economic Voice
“特专科技公司在香港上市 再到去年降低了硬科技上市文凯 目前硬科技企业占比越来越高的趋势 第二个支撑就是外资的配置逻辑已经变了 过去外资买中国资产首选消费和互联网 把他们当做中国经济的beta 但现在呢他们买的是中国科技的arfa 德营 高盛这些机构最近在研报里面都说 中国在ai大模型低成本算力高端制造领域的突破是值得高度关注 他们不再把中国科技股当成代工厂了 而是当成具备全球竞争力的创新源头”
CNR Economic Voice
“外资的配置逻辑已经变了 过去外资买中国资产首选消费和互联网 把他们当做中国经济的beta 但现在呢他们买的是中国科技的arfa 德营 高盛这些机构最近在研报里面都说 中国在ai大模型低成本算力高端制造领域的突破是值得高度关注 他们不再把中国科技股当成代工厂了 而是当成具备全球竞争力的创新源头”
CNR Economic Voice
“第二个支撑就是外资的配置逻辑已经变了 过去外资买中国资产首选消费和互联网 把他们当做中国经济的beta 但现在呢他们买的是中国科技的arfa 德营 高盛这些机构最近在研报里面都说 中国在ai大模型低成本算力高端制造领域的突破是值得高度关注 他们不再把中国科技股当成代工厂了 而是当成具备全球竞争力的创新源头”
NPO Radio 1
“van Chinese techbedrijven die naar Singapore gaan om dus die strijt er.”
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