Global funds are gradually switching their focus, and Chinese asset advantages are expected to be favored.

date
10/04/2026
Since February 28th, the US-Iran conflict has caused severe turbulence in global capital markets, with major indexes such as the S&P 500, Nikkei 225, and Germany's DAX all falling. However, Chinese core assets continue to demonstrate strong stability. Several professionals, interviewed by Securities Times reporters, stated that the security of Chinese assets is transitioning from being anchored in "liquidity reserves" to being supported by "hard strength." Although the safety premium of Chinese assets has not been fully realized, as global funds gradually shift their focus, this premium will gradually be released, and related advantageous assets are expected to encounter long-term investment opportunities.