全球投资者在美国多样化、提升技术、消费者和保健部门的同时,将100B美元转移到亚洲(前中国),尽管美国仍然是最高目的地。 Global investors shifted $100B to Asia (ex-China) amid U.S. diversification, boosting tech, consumer, and healthcare sectors, though U.S. remains top destination.

包括中国在内的亚洲在过去九个月中吸引了约1 000亿美元的资本, Asia excluding China has drawn about $100 billion in capital over the past nine months as global investors diversify away from the U.S., according to Goldman Sachs’ Kevin Sneader. 这一转变反映了战略再分配,而不是从美国撤退,使日本受益最大。 The shift reflects strategic reallocation, not a retreat from the U.S., with Japan benefiting most. 中国的股权拉动是由国内投资者驱动的,而外国资本流入仍然有限,大部分来自短期对冲基金。 China’s equity rally is driven by domestic investors, while foreign inflows remain modest, mostly from short-term hedge funds. 对技术、消费者自由裁量权、工业部门的兴趣很大,对医疗保健的兴趣也在增加。 Interest is strong in tech, consumer discretionary, industrial sectors, and growing in healthcare. Temasek的首席执行官迪尔汉·皮莱(Dilhan Pillay)说,传统的全球化已经因地缘政治和经济压力而结束,导致为恢复力进行昂贵的供应链重组。 Temasek’s CEO Dilhan Pillay said traditional globalization has ended due to geopolitical and economic pressures, leading to costly supply chain reconfigurations for resilience. AI被视为一种变革力量。 AI is seen as a transformative force. Temasek的投资组合上升了11.6%,达到创纪录的最高水平,美国仍然是最高目的地,其次是美洲。 Temasek’s portfolio rose 11.6% to a record high, with the U.S. still its top destination, followed by the Americas.