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春风十里不如你

一 |

Visitors interact with a robot from Unitree Robotics during the sixth China International Consumer Products Expo (CICPE) in Haikou, south China's Hainan Province, April 14, 2026. (Xinhua/Gao Jing)Foreign financial institutions are finding a stronger investment case in China's hard-tech industries as breakthroughs in AI, semiconductors, and advanced manufacturing are driving more exports, higher earnings, and growing interest from global investors.
China's high-tech exports surged over 50 percent year on year in July, well ahead of the 17.8-percent growth in total exports, customs data showed. The export gains are being mirrored in investment flows, with foreign funds moving into Chinese technology stocks and global indices adding newly listed hard-tech companies.
Rob Subbaraman, head of global macro research and co-head of global markets research at Nomura, said China's low-cost and abundant electricity supply, growing talent pool and early lead in physical AI are driving the rapid development of its AI industry chain.
China's development of open-weight models could accelerate their adoption by businesses, allowing productivity gains from AI as a general-purpose technology to spread more quickly across the economy, he said, citing models from Chinese firms including DeepSeek and Moonshot AI.
"The lower cost of these models was another advantage," he said, adding that the benefits could extend beyond China, particularly to emerging markets that could adopt cheaper Chinese AI models.
China's strength in advanced manufacturing has also become increasingly evident, said Robin Xing, chief China economist at Morgan Stanley, pointing to China's roughly half share of global installed new energy storage capacity and the rapid growth in outbound licensing deals for innovative drugs. These trends, he said, underpin the long-term investment case for China's hard-tech sector and leading manufacturers.
These strengths are increasingly being reflected in foreign investors' allocation decisions. This year, Goldman Sachs has twice raised its 12-month target for the CSI 300 on improving earnings momentum, and retained an overweight view on Chinese equities.
Kinger Lau, chief China equity strategist for Goldman Sachs Research, said the bank's positive view reflected improving earnings momentum, favorable macroeconomic and liquidity conditions. A-share equities offered international investors diversification benefits that remained underappreciated, along with attractive exposure to hard-tech and AI themes, he added.
Individual companies are drawing overseas interest too.
ChangXin Memory Technologies surged 465.82 percent on its debut on Shanghai's STAR Market last month, reaching a market capitalization of more than 3.2 trillion yuan (about 471.28 billion U.S. dollars).
U.S.-based Tema ETFs made the chipmaker a top holding at a 10.56 percent weight on its debut day, while MSCI officially added it to its China All Shares Index on Monday under a fast-track rule for large IPOs.
Robotics is where the enthusiasm is most visible. Unitree, set to become China's first mainland-listed humanoid robot maker, priced its Shanghai IPO at 150.8 yuan a share, representing 10 percent of its post-offering share capital. The offering is expected to raise about 6.1 billion yuan in gross proceeds.
That optimism, however, exists alongside broader economic pressures. Nathan Chow, senior economist at DBS Bank, said the imbalance between relatively strong supply and weak demand remained pronounced, with household consumption and some companies' profitability still under pressure.
Investment in infrastructure could help offset the weakness in private investment in the near term, while lowering logistics and energy costs and improving the efficiency of resource allocation over the longer term, Chow said. It could also strengthen supply chains and reduce the economy's exposure to external shocks and geopolitical risks, he added.
The implementation of policy measures would be key to sustaining the recovery in the second half of this year, analysts noted.
Economic management requires both easing the brakes and stepping on the accelerator, said Song Yu, chief China economist at UBS Securities, adding that faster fiscal spending and the use of bond proceeds, additional policy support and better coordination between fiscal and financial policies are needed, alongside measures to remove barriers to household consumption and improve the business environment.
"With stronger policy support and measures taking effect, China's economy is expected to maintain a steady recovery in the second half of the year," Chow said.
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抖音直播电商业务大幅拉动了罗永浩的还债速度，2020年9月23日，罗永浩在《脱口秀大会》总决赛中更新还债进度：“始于2018年年底的6个亿的债务，到今天我们已经还了快4个亿了。等这些债务真的全部还完了之后，可能会拍一个纪录片，来纪念这一段诡异的人生旅程，这个纪录片的名字我都想好了，就叫《真还传》。”2022年6月12日晚间宣布要退网的罗永浩还在13日晚间于抖音“交个朋友直播间”进行了直播告别。但是将第一个创业赛道定为AR的老罗截至目前并未透露相关方面的进展，一位多年聚焦AR/VR赛道的创业者对记者表示，五年之后，AR消费级市场应该还没开始，但老罗进来，至少供应链和现在这一批AR硬件厂商会被刺激到，并产生一定的加速作用。罗永浩的抖音直播间将继续运作，而“起家”于抖音直播间并进行多平台探索的除了老罗还有俞敏洪。昨日，已有消息称俞敏洪将现身“新东方迅程教育专营店”淘宝直播间，讲解大学生学习成长与规划方面内容。在俞敏洪将现身的“新东方迅程教育专营店”淘宝直播间里，目前暂未透露更多信息。

二 | 记者在“新东方迅程教育专营店”店铺看到，该店铺粉丝数为7.86万，售卖的产品包括英语四六级、考研、英语口语等教育产品。

三 | 去年双11期间，俞敏洪首次在淘宝“直播带课”，分享大学学习、职业路径规划等，共有数万用户购买了考研英语、大学英语四六级等课程。“现在不让搞二选一，更多的还是要看主播的意愿。

四 | ”有电商平台人士告诉第一财经。今年，淘宝天猫推出“品牌书课”名师直播计划，除俞敏洪外，考研界名师张雪峰、肖秀荣等已接连登陆淘宝直播，未来还有更多名师入驻。淘宝天猫正为成人在线教育提供更广阔的空间，不仅能购买辅导书籍和培训课程，还有试听试看、直播学习等教育服务。

五 | 对于教育机构而言，直播是天然适合的场景。教育产品本身以内容服务为主，在直播间可以试课、解决用户对于课程产品的个性化提问。对于潜在学员而言，授课老师在直播中展示自己的教学风格、气质谈吐，可以让学员更快地做出购买决策。淘宝教育运营总监叶挺曾表示，淘宝上大量职业考试用书的购买行为背后，是对考试需求的表达，而在线课程正是对这一关联需求的满足。这种“书课一体”的模式，在供给侧将课程产品与淘宝上最普遍的实物商品结合在一起。

六 | “俞敏洪和罗永浩的加入，也许会带去流量，加上李佳琦在，淘宝直播双十一成绩应该还是可观的。不过现在直播电商也在‘去大主播’化，头部大主播的销售额背后折射出巨大的资源集中效应，中小主播及长尾主播能获得的空间被压缩。”网经社电子商务研究中心分析师莫岱青告诉第一财经记者，商家为了能够进入到头部主播的直播间，势必要做出让利和牺牲。“中小主播来到台前，加上店播的争夺，直播电商环境也在发生变化。