宁泉资产杨东：当下来看股票资产回报率会比存款、国债、理财更好

Core Viewpoint - Current stock asset returns are expected to outperform deposits, government bonds, and wealth management products in the current uncertain environment [1] Investment Opportunities - Stock investment is considered a better choice among available investment assets [1] - Focus on domestic demand as a main theme, particularly in identifying targets that boost domestic demand and policy initiatives [1] Risk Avoidance - Recommendation to avoid low-end and overcapacity export enterprises [1]