Li Xunlei: The Stock Market Has Already Reacted Positively to Policy Expectations, and Continuous Growth Requires Dual Support from Both Policy and Fundamentals!
Glorious 7th, July 30th｜Zhongtai Securities' "Fourth Annual Private Equity Selection" activity kicked off in Beijing. Zhongtai International's chief economist Li Xunlei forecasted that the market opportunities will be more abundant in the second half of the year and requires a combination of policy momentum and market trends to grasp investment timing. The capital market has already reacted positively to policy expectations, with recent stock market showing strong rebound and sector activation, which is closely related to the promotional effects of previous policy-oriented stable measures. To achieve continuous growth, the stock market still needs dual support from both policy and fundamentals, and there will be stage opportunities in the subsequent market. For example, artificial intelligence is on an upward trend, which is a worthwhile long-term configuration for the technological revolution; global supply chain reconstruction brings related industry opportunities; and in the second half of the year, expectations for rate cuts are stronger, combined with consumption-oriented policies, the fields of big consumption and innovative medicine have investment potential.
