Group 1 - The core viewpoint of the recent broker mid-term strategy meetings indicates a strong consensus on three main points: the resilience of the Chinese economy, the driving force of technological innovation for growth, and the upward revaluation of Chinese assets [1][2][3] - The first consensus highlights the resilience and vitality of the Chinese economy, with a GDP growth of 5.4% year-on-year in Q1, showcasing strong performance across various sectors. The brokers predict continued economic improvement supported by policies, particularly in emerging industries like AI, humanoid robots, and new energy [1][2] - The second consensus emphasizes technological innovation as a key focus, aligning with the central economic work conference's emphasis on leading new productive forces through innovation. The A-share market is expected to focus on sectors such as AI, semiconductors, high-end manufacturing, and green economy, which are seen as significant investment opportunities [2][3] Group 2 - The third consensus points to the increasing value of Chinese asset allocation, with the notion of "Chinese opportunities in a global context" becoming a significant topic. The stability and quality improvement of the Chinese economy, along with supportive market policies, enhance the attractiveness of Chinese assets as a safe haven for global funds [2][3] - The investment strategies of brokers not only reflect market assessments but also provide insights into the transformation of the Chinese economic structure, deepening capital market reforms, and the evolution of global competition, instilling confidence in the high-quality development of the Chinese economy [3]
券商中期策略现三大共识 中国资产向上重估受关注
Zheng Quan Ri Bao·2025-05-22 16:16