兴华基金宋尚江：关注有业绩支撑、估值合理的蓝筹股

Group 1 - The core viewpoint of the article highlights the positive market sentiment driven by various core events and factors, including the performance of technology stocks and the active engagement of small and mid-cap stocks in the second quarter [1] - The current market is supported by several positive factors such as the demand for equity asset allocation from insurance funds, increased dividend payouts from state-owned enterprises under the "two profits and one rate" assessment, and the global competitiveness of the manufacturing sector [1] - The investment manager suggests focusing on blue-chip stocks with solid earnings support and reasonable valuations, as the price-to-earnings ratios of small and micro-cap stocks continue to rise [1] Group 2 - The investment philosophy emphasized by the manager aligns with traditional value investing principles, focusing on the relationship between price and value, as well as the importance of growth indicators [2] - The manager believes that investment is a combination of art, technology, and practical science, with a strong emphasis on adhering to value investment principles within the context of China's investment environment [1][2]