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最近一直在关注新兴市场科技领域，感觉正在形成真正的分化。虽然一些公司仍在与通胀和利率敏感性作斗争，但另一些公司却表现出惊人的韧性，尤其是那些拥有强大国内消费基础的公司。现在不再是简单地一概而论地投资新兴市场了；似乎行业和国家层面的深度研究比以往任何时候都更重要，以识别实际价值，而不仅仅是“便宜”的资产。很好奇其他人是如何看待这个问题的——有没有什么特定的地区或子行业吸引了你的注意？
That's a great point about the divergence. I've noticed the same, and it really highlights the importance of distinguishing between commodity-driven EM economies and those with more developed domestic markets. Are you seeing any particular regions or sectors within EM tech that stand out for their resilience?
That's a really interesting point about the divergence. Do you think this means we'll see more of a 'picks and shovels' play within EM tech, or are there still some broader trends worth looking into?
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