Group 1 - The core viewpoint of the articles highlights the positive signals in China's economy since 2025, driven by various policies and the emergence of DeepSeek, which has sparked a wave of model equity in the global market [1] - The A-share market is experiencing improved liquidity and increased participation from long-term capital, including state-owned enterprises and public funds, which boosts investor confidence [1] - The recent US-China tariff reduction has alleviated concerns over trade tensions, restoring market risk appetite and stabilizing expectations for global economic order [1] Group 2 - Zhang Mingxin, Deputy Director of Equity Investment at Huashang Fund, emphasizes a balanced investment approach that combines value-driven and trend-based strategies, focusing on industries in an upward cycle [4][5] - The investment strategy includes a keen observation of industry trends, particularly in AI, robotics, innovative pharmaceuticals, and military industries, which are expected to show significant growth potential [5][6] - The company aims to achieve stable returns by closely tracking core factors in the capital market and adhering to a value-based investment philosophy [6]
华商基金张明昕：基于价值驱动 深耕产业趋势景气投资
Xin Lang Ji Jin·2025-06-11 01:22