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淡馬錫:中國先進製造業及能源轉型等領域有投資機遇
淡馬錫中國區主席吳亦兵表示,仍然對中國市場感到興奮,認為市場只看到傳統製造業或房地產等傳統行業的弱點,忽視中國在先進製造業及能源轉型等領域上的機遇。 截至3月底淡馬錫的投資組合淨值達到3,820億新加坡元(約2,810億美元),而中國的投資佔比為22%,當中包括京東(09618.HK)、阿里巴巴(09988.HK)及建行(00939.HK)。 另外,新加坡政府投資公司(GIC)行政總裁林昭杰亦稱,正加倍押注部分中國行業,認為中國絕對值得投資,特別是某些具有世界領先綠色技術的行業。
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