---
title: "\"Borrowing funds\" to hold Chinese assets, the global capital reallocation curtain rises"
description: "The communication frequency between foreign institutions and Chinese private equity has increased, with no net redemptions observed, as they choose to firmly hold or slightly increase their positions "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/236852650.md"
published_at: "2025-04-21T22:33:06.000Z"
---

# "Borrowing funds" to hold Chinese assets, the global capital reallocation curtain rises

> The communication frequency between foreign institutions and Chinese private equity has increased, with no net redemptions observed, as they choose to firmly hold or slightly increase their positions in Chinese assets. As the U.S. Treasury market experiences increased volatility, foreign capital is seeking alternative investment targets, and the Chinese market is expected to become a major battleground for global capital reallocation. The technology sector is attracting global investor attention, with multiple tech stocks being researched by foreign capital and private equity

Recently, interviews with several leading private equity firms revealed that foreign institutions have increased their communication frequency with Chinese private equity firms, but there has not been a net redemption situation. Foreign capital has chosen to firmly hold or slightly increase their positions in Chinese assets. Industry insiders believe that with the intensifying fluctuations in the U.S. Treasury market and increasing global market uncertainties, foreign institutions are seeking alternative investment targets, and the Chinese market is expected to become one of the "main battlegrounds" for global capital reallocation. In terms of investment opportunities attracting capital attention, the technology sector is drawing the interest of global investors, with multiple tech stocks undergoing group research by foreign capital and private equity. (Shanghai Securities News)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 特朗普暗示违法征收的关税不退了，美财长称今年关税收入将 “基本保持不变” | 美国总统特朗普暗示不会退还被最高法院裁定违法的关税，预计 2026 年关税收入将保持不变。特朗普计划签署行政令，对全球商品加征 10% 进口关税，取代被推翻的关税。财长贝森特表示，政府将利用替代法律权力维持关税收入，强调国家安全和财政收入不 | [Link](https://longbridge.com/en/news/276494362.md) |
| 最高法裁决后特朗普动用替补选择：加征 10% 全球关税 | 美国总统特朗普在最高法院裁决后宣布将加征 10% 的全球关税，以补救被推翻的关税措施。根据《1974 年贸易法》第 122 条款，现有的关税将全面生效。最高法院裁定特朗普政府的部分关税措施缺乏法律授权。市场风险提示，投资需谨慎。 | [Link](https://longbridge.com/en/news/276477629.md) |
| 美股盘中速递：Rich Sparkle 跌 10.06%，分析师卖出评级引发投资者信心危机 | Rich Sparkle 跌 10.06%；贝迪公司跌 5.58%，成交额达到 29.67 百万美元；Deluxe 跌 0.60%，成交额达到 4.02 百万美元；Cimpress 跌 1.61%，成交额达到 2.55 百万美元；恩尼斯跌  | [Link](https://longbridge.com/en/news/276478664.md) |
| Anthropic 发布 Claude 安全工具，网络安全股重挫 | Anthropic 推出 AI 代码扫描工具 Claude，引发网络安全股集体重挫。Global X 网络安全 ETF 下跌 4.9%，创 2023 年 11 月以来最低点。SailPoint 暴跌 9.4%，Okta 跌 9.18%，Cl | [Link](https://longbridge.com/en/news/276492030.md) |
| 期权热点｜周四 MARA 大涨 6%，部分看涨期权飙升 100% | 美东时间 02 月 19 日，Marathon Digital 期权总成交 233186 张，看涨期权占比 82%，看跌期权占比 17%。 | [Link](https://longbridge.com/en/news/276409268.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.