Yang Jianhua, deputy general manager and investment director of Great Wall Fund, said that A-shares are expected to rebound at the end of the year, and the peripheral environment is expected to be relatively peaceful. The risk in the A-share market is expected to stabilize, and the trend is expected to stabilize. Currently, we should focus on the layout of investment opportunities in 2026. Current areas of focus include opportunities for new narratives surrounding AI and other technology tracks, overseas demand sectors where the US enters a cycle of interest rate cuts, and resource stocks under a new round of easing. In addition, attention should also be paid to investment opportunities in the procyclical sector brought about by the domestic market that continues to drive domestic demand.

Yang Jianhua, deputy general manager and investment director of Great Wall Fund, said that A-shares are expected to rebound at the end of the year, and the peripheral environment is expected to be relatively peaceful. The risk in the A-share market is expected to stabilize, and the trend is expected to stabilize. Currently, we should focus on the layout of investment opportunities in 2026. Current areas of focus include opportunities for new narratives surrounding AI and other technology tracks, overseas demand sectors where the US enters a cycle of interest rate cuts, and resource stocks under a new round of easing. In addition, attention should also be paid to investment opportunities in the procyclical sector brought about by the domestic market that continues to drive domestic demand.