Although the "America First Investment Policy" has begun to block investment channels in China's core technology industries and does not accept Chinese funds participating in related industries in the United States, this is akin to a self-imposed isolation. Only through openness and inclusiveness can prosperity be promoted; the Qing Dynasty's isolation inevitably led to decline. The actions of the U.S. Committee on Foreign Investment (CFIUS) are nothing short of a self-panic-induced isolationist behavior!
This is also why there has recently been an opening of channels for mainland China to access Hong Kong banks, allowing more Chinese citizens to participate in the Hong Kong stock market. Capital is an accelerator for technological development, and when the channels to the U.S. Nasdaq are closed for Chinese companies in cutting-edge technologies such as chips, AI, and humanoid robots, we must open a window (due to the stringent profitability review thresholds for three consecutive years in mainland A-shares, these emerging tech companies find it relatively difficult to list on the main board of A-shares)!
I believe that with the rise of a new generation of Chinese tech elites, China's complete industrial chain structure, a developed logistics system, and years of accumulated talent in science and engineering, an open and inclusive investment and technology development ecosystem will surely break through this short-term blockade and difficulties, welcoming the moment of soaring freely in the sky. As shown in the image below, the chairman of Xiaopeng's WeChat Moments reflects profound exploration and continuous research across various ecological niches.
On Monday, Chinese concept stocks and Hong Kong stocks may be impacted by the sentiment in the investment market, but such moments are likely to be temporary. We see that the confidence of capital is gradually being restored. In fields such as AI, new energy vehicles, drones, and humanoid robots, outstanding achievements and national confidence are currently surging. There is no need to panic; we must move forward bravely. Capital + technology will surely forge new brilliance! 😎
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