Wu Qing, Chairman of the China Securities Regulatory Commission, recently stated at the economic themed press conference of the Fourth Session of the 14th National People's Congress that currently, the demand for diversified asset allocation from international investors is increasing, and the attractiveness of "Chinese assets" has significantly increased. With a series of clear policy signals released in this year's government work report, international institutions such as Goldman Sachs, UBS, and Fidelity have spoken out intensively, expressing optimism about the high-quality development prospects of the Chinese economy and the long-term investment value of the capital market. Global consensus continues to consolidate. When it comes to expected economic growth targets, foreign institutions generally believe that China's economic growth targets are pragmatic and feasible, with clear and stable policy guidance, and a clear long-term high-quality development path. Liu Peiqian, Asia economist at Fidelity International, told reporters that "most quantitative targets are highly consistent with market expectations, reflecting the continuity of policies." Technological innovation has become one of the key focuses of foreign institutions. The government work report proposes to "accelerate high-level technological self-reliance and self-improvement" and "cultivate and strengthen emerging and future industries". Regarding this, Song Yu, Chief China Economist at UBS Securities, stated that it is expected that China's R&D expenditure will continue to grow strongly during the 15th Five Year Plan period, with an average annual compound growth rate expected to reach 10%. For the capital market, foreign institutions also maintain a bullish view. On March 10th, Liu Jinjin, Chief China Equity Strategist at Goldman Sachs, released a research report stating that despite recent market volatility, it still maintains an "increase in holdings" rating for the Chinese stock market (A-shares and H-shares). Pan Jianhui, Senior Investment Manager of China Stocks at Swiss Asset Management, told reporters that overall, he still has a positive outlook on the Chinese market. Firstly, after the global interest rate cut cycle begins, it will benefit the performance of the entire emerging market. Compared with other emerging markets, China's earnings per share (EPS) have increased more significantly since 2025. Secondly, the overall valuation level of the Chinese market is not high. From the perspective of fundamentals, valuation levels, and medium - to long-term development, A-shares have clear driving factors, while market liquidity is also improving. Thirdly, there is still a broad long-term development space in fields such as artificial intelligence and semiconductor autonomous controllability. Li Changfeng, the head of market strategy at Lianbo Fund, told reporters that Lianbo Fund's research shows that the consumption of AI tokens in China is expected to maintain a growth rate of over 100% in the coming years, indicating that there may still be huge potential for profit growth in AI infrastructure and application end. In addition, the warmer travel data during the Chinese Spring Festival holiday also confirms the trend of consumption recovery. These trends are expected to support the Chinese stock market in maintaining strong profit growth and provide a backing for the stock market to rise. Global investors' perception of Chinese assets has undergone a profound transformation. Hu Zhilu, President of UBS Group China and Chairman of UBS Securities, stated that Chinese companies' innovation vitality in areas such as artificial intelligence, high-end manufacturing, semiconductors, and new energy continues to increase, reshaping global investors' perception of Chinese assets. Chinese assets are shifting from "allocation options" to "strategic must-have", bringing historic opportunities for foreign financial institutions to participate in China's high-quality development. (New Society)