On July 13, Chen Guo, deputy director and chief strategist of Dongfang Wealth Securities Research Institute, said that the internal and external environment of the Chinese stock market in the third quarter already had conditions for “rebalancing”, and that as the market moves from singleness to diversification, it is expected that assets that may have been “mistaken” will first be gradually repaired. For example, you can pay attention to some high-quality blue-chip assets that declined markedly due to the “panic market” in mid-late June due to extreme market differentiation. In terms of overall industry allocation, Chen Guo suggested focusing on non-bank finance, innovative drugs, the Internet, mandatory consumption, gaming, coal, lithium batteries, etc. In terms of topics, it is recommended to focus on commercial aerospace, robotics, etc. Looking at the medium term, Chen Guo is still optimistic about the configuration value of the “real technology” leader in the domestic AI chain.

On July 13, Chen Guo, deputy director and chief strategist of Dongfang Wealth Securities Research Institute, said that the internal and external environment of the Chinese stock market in the third quarter already had conditions for “rebalancing”, and that as the market moves from singleness to diversification, it is expected that assets that may have been “mistaken” will first be gradually repaired. For example, you can pay attention to some high-quality blue-chip assets that declined markedly due to the “panic market” in mid-late June due to extreme market differentiation. In terms of overall industry allocation, Chen Guo suggested focusing on non-bank finance, innovative drugs, the Internet, mandatory consumption, gaming, coal, lithium batteries, etc. In terms of topics, it is recommended to focus on commercial aerospace, robotics, etc. Looking at the medium term, Chen Guo is still optimistic about the configuration value of the “real technology” leader in the domestic AI chain.