富达国际：亚洲进入新一轮增长周期投资机遇值得关注

智通财经09-10

【富达国际：亚洲进入新一轮增长周期投资机遇值得关注】富达国际最新发表观点认为，亚洲正进入新一轮增长周期。受AI投资、能源安全以及供应链多元化的支持，制造业和出口依然保持韧性。然而，在多年高度依赖外部需求之后，亚洲经济体正日益寻求新的国内增长动力。未来几年的关键问题在于，外部盈余能否转化为更广泛的国内增长。富达国际基金经理Ian Samson认为，中国内地的投资机会极为多元。政策支持正进一步推动...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2666681175?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-10 14:55","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2666681175","market":"us","top_or_hot":-1,"title":"富达国际：亚洲进入新一轮增长周期 投资机遇值得关注","media":"智通财经","content":"<div>\n<p>【富达国际：亚洲进入新一轮增长周期 投资机遇值得关注】富达国际最新发表观点认为，亚洲正进入新一轮增长周期。受AI投资、能源安全以及供应链多元化的支持，制造业和出口依然保持韧性。然而，在多年高度依赖外部需求之后，亚洲经济体正日益寻求新的国内增长动力。未来几年的关键问题在于，外部盈余能否转化为更广泛的国内增长。富达国际基金经理Ian Samson认为，中国内地的投资机会极为多元。政策支持正进一步推动...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>富达国际：亚洲进入新一轮增长周期 投资机遇值得关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富达国际：亚洲进入新一轮增长周期 投资机遇值得关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-10 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【富达国际：亚洲进入新一轮增长周期 投资机遇值得关注】富达国际最新发表观点认为，亚洲正进入新一轮增长周期。受AI投资、能源安全以及供应链多元化的支持，制造业和出口依然保持韧性。然而，在多年高度依赖外部需求之后，亚洲经济体正日益寻求新的国内增长动力。未来几年的关键问题在于，外部盈余能否转化为更广泛的国内增长。富达国际基金经理Ian Samson认为，中国内地的投资机会极为多元。政策支持正进一步推动...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2666681175","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2666681175","pubTimestamp":1789023314,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【富达国际：亚洲进入新一轮增长周期 投资机遇值得关注】富达国际最新发表观点认为，亚洲正进入新一轮增长周期。受AI投资、能源安全以及供应链多元化的支持，制造业和出口依然保持韧性。然而，在多年高度依赖外部","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4548":"巴美列捷福持仓","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0359201612.USD":"贝莱德中国基金A2","YMM":"满帮","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4539":"次新股","LU0048575426.USD":"FIDELITY EMERGING MARKETS \"A\" INC","LU0261950470.USD":"FIDELITY EMERGING MARKETS \"A\" ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","BK4526":"热门中概股","BK4503":"景林资产持仓","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","BK4022":"陆运","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4232":"货物陆运"},"translate_title":"Fidelity International: Asia Enters a New Growth Cycle, Investment Opportunities Worth Noting","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YMM":1.5},"content_text":"【富达国际：亚洲进入新一轮增长周期 投资机遇值得关注】富达国际最新发表观点认为，亚洲正进入新一轮增长周期。受AI投资、能源安全以及供应链多元化的支持，制造业和出口依然保持韧性。然而，在多年高度依赖外部需求之后，亚洲经济体正日益寻求新的国内增长动力。未来几年的关键问题在于，外部盈余能否转化为更广泛的国内增长。富达国际基金经理Ian Samson认为，中国内地的投资机会极为多元。政策支持正进一步推动先进制造、储能、光通信及其他战略科技领域的发展。创业板和科创50指数等市场能够为投资者提供参与这些高增长领域的机会，但鉴于创新速度较快，以及具备可持续竞争力的企业与未来可能陷入低利润率竞争的企业之间存在明显分化，主动管理至关重要。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2666681175","isCrawlerRequest":true}

富达国际：亚洲进入新一轮增长周期 投资机遇值得关注

精彩评论

富达国际：亚洲进入新一轮增长周期投资机遇值得关注