朱宁透露个人仓位：“个人A股持仓已达近十年最高，美股持仓则为近十年最低”

Core Insights - The article discusses the upcoming 2025 Global Wealth Management Forum and highlights the current phase of asset revaluation in China, particularly in the A-share market, which is seen as a significant opportunity for long-term investment [2][8]. Group 1: Market Trends - The A-share holdings of the speaker have reached their highest level in nearly a decade, while U.S. stock holdings are at their lowest in the same period, indicating a shift towards value investing during a counter-cyclical phase [2][8]. - The revaluation of Chinese assets is closely linked to high-quality macroeconomic development and the cultivation of new productive forces, with retail investor sentiment acting as a reliable contrarian indicator [2][8]. - There is a significant shift in asset allocation among residents, with financial assets gaining prominence following adjustments in the real estate market, driven by aging population needs and excess savings entering the capital market [2][8]. Group 2: Investment Strategies - Investors are advised to focus on what to invest in, the composition of their portfolios, and aligning with their risk preferences and holding periods, rather than fixating on whether to enter the market [3][9]. - Emotional decision-making in investing is discouraged, emphasizing the importance of resisting herd behavior and emotional influences on investment choices [3][9]. - Personalized asset allocation strategies should be implemented based on individual career and existing asset conditions, with a growing recognition of the long-term investment value of real estate as market bubbles deflate [4][10].