低硫燃料油主力 (INE_LU) 加自选

美联储将中国科技视为美元对冲，重点关注收益。在中国周期性背景下，较低的估值、政府支持和宽松的财政政策鼓励投资者转向​瑞银基金经理告诉路透社‌瑞士达沃斯周。

China tech seen as dollar hedge, with focus on earnings, Fed.Lower valuations, government support and loose fiscal policy set against a cyclical backdrop in China is encouraging investors to rotate into ​technology and diversify away from the U.S., UBS fund managers told Reuters this ‌week in Davos, Switzerland.

2025年中国外商直接投资下降9.5%。商务部周五公布的数据显示，2025年，中国的外商直接投资总额为7477亿元人民币（1073.8亿美元），同比下降9.5%。

Foreign direct investment in China slides 9.5% in 2025.Foreign direct investment in China totalled 747.7 billion yuan ($107.38 billion) in 2025, down 9.5% year-on-year, data from the commerce ministry showed on Friday.

道明证券表示，随着美国和中国撤资激增，全球股票基金出现创纪录的资金外流。道明证券策略师在周五分析EPFR数据的报告中表示，全球股票基金录得有史以来最大的资金外流，因为美国和中国的大量撤资超过了其他地区相对强劲的表现。

Global equity funds see record outflows as U.S., China withdrawals surge, TD Securities says.Global equity funds recorded their largest outflows on record, as heavy withdrawals from the U.S. and China outweighed a relatively strong showing in other regions, TD Securities strategists said in a Friday note analysing EPFR data.

随着全球经济放缓的影响，中国可能会降低2026年的增长目标。预计中国将为2026年设定更为保守的官方经济增长目标，这表明北京越来越接受外部逆风和国内结构性挑战限制了快速扩张的范围。据《南华早报》报道，政策制定者可能会将增长目标定在4.5%至5%之间，低于2025年实现的5%的目标。

China likely to lower 2026 growth target as global slowdown weighs.China is expected to set a more conservative official economic growth target for 2026, signalling a growing acceptance in Beijing that external headwinds and domestic structural challenges are limiting the scope for rapid expansion. According to reporting by the South China Morning Post, policymakers are likely to aim for growth of between 4.5% and 5%, down from the 5% target achieved in 2025.