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Recently, many foreign-funded institutions are bullish on the future market, believing that market adjustments are basically over, and August will soon enter a recovery period. Interviewed experts believe that the reasons why foreign-funded institutions are bullish are mainly based on three aspects: first, the July Politburo meeting of the CPC Central Committee set the tone of “increasing countercyclical adjustment efforts”; secondly, market risks have been fully released, trade congestion in the technology sector has clearly declined, and panic and selling pressure have been released; finally, the fundamentals of listed companies have not been falsified, and AI industry trends have not been reversed.

Zhitongcaijing·08/04/2026 23:57:04
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Recently, many foreign-funded institutions are bullish on the future market, believing that market adjustments are basically over, and August will soon enter a recovery period. Interviewed experts believe that the reasons why foreign-funded institutions are bullish are mainly based on three aspects: first, the July Politburo meeting of the CPC Central Committee set the tone of “increasing countercyclical adjustment efforts”; secondly, market risks have been fully released, trade congestion in the technology sector has clearly declined, and panic and selling pressure have been released; finally, the fundamentals of listed companies have not been falsified, and AI industry trends have not been reversed.