"The 'China Moment' in the global interest rate cut cycle"

The Federal Reserve's interest rate cut in September marks the start of another easing cycle in U.S. monetary policy, and also signifies a turning point for international capital to re-allocate assets. Several foreign institutions unanimously believe that with expectations of a weaker U.S. dollar and improved liquidity environment, Chinese assets are entering a window for reevaluation of value. From artificial intelligence, innovative pharmaceuticals to advanced manufacturing, Chinese industries with core competitiveness are attracting global capital to accelerate their layout. Currently, the logic of foreign capital allocation to Chinese assets has shifted from "whether to invest" to "what to invest in", unveiling a global reallocation drama centered around Chinese core assets.