MERIT News丨Everything Growth Conference: Systemic Competitiveness is a Dual-Power Game Between the U.S. and China
At the 10th All Things Grow Conference, Merit Asset Management CEO Haoyu Wang shared a clear-cut thesis: In the AI era, true #SystemicCompetitiveness belongs to two global engines.
1. The US and China are the world’s two most important economies and the twin engines of technological innovation.
2. Technology is a global public good. While deglobalization is a short-term trend, technology has the power to bridge cultural divides — ultimately driving reglobalization and advancing human civilization as a whole.
3. #USA: Creating the Future
Focus on frontier models, advanced chips, and mature capital markets (e.g., #OpenAI, #NVIDIA).
4. #China: Scaling the Future
Focus on engineering execution, supply chain excellence, and massive application layers (e.g., #DJI, #Unitree).
Human progress needs both America and China.
Our Logic at #MeritAssetManagement: We focus on disruptive technology investment — transforming breakthrough innovation into sustainable #Profitability.
#Target: Companies with 3x–10x growth potential.
#Portfolio: From #FigureAI (Robotics) and #SpaceX to #LiverpoolFC (Sports).We don’t just follow the capital flow — we bridge the gap between disruptive tech and long-term value.
