调研了49家欧美机构,花旗梳理出外资当前最关心中国科技股的核心话题

智通财经网
Oct 28, 2025

10月26日,花旗发布中国科技与通信行业专题研究报告。花旗称在过去两周中,通过与49家欧美机构投资者展开深入交流,梳理出当前圈内对中国科技行业最为核心的关注点。报告显示,长期机构投资者对中国科技的兴趣持续升温,优质港股科技标的上市、AI供应链及消费电子创新都成为了讨论的焦点。Part.1全球AI供应链1. 投资者核心关切欧美投资者主要聚焦两大问题:一是AI相关预期在股价中的反映程度,二是港股/...

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