直播｜重估中国资产——关于价值与成长的探讨

Core Viewpoint - The discussion focuses on the re-evaluation of Chinese assets in the context of economic transformation and the opportunities for investors in the second half of the year [1] Group 1: Economic Transformation - China's economic transformation is accelerating, leading to a decline in risk-free returns and deeper capital market reforms [1] - The "transformation bull" in the Chinese stock market is gaining continuous momentum from these changes [1] Group 2: Investment Opportunities - Ordinary investors are encouraged to identify investment allocation directions for the second half of the year, focusing on the certainty of opportunities in Chinese assets [1] - The program features insights from the head of Guotai Junan Securities Research Institute, chief analysts, and well-known fund managers, providing a comprehensive analysis of economic hotspots and the outlook for the Chinese economy and capital markets [1]