中金：坚定看好中国资产重估，维持超配中国股票

Core Viewpoint - The report from CICC suggests that Chinese stocks continue to benefit from the AI technology wave and ample liquidity, with current valuations being reasonable and no signals indicating a market peak, thus maintaining an overweight position on Chinese stocks [1] Group 1: Market Outlook - The Chinese market is expected to see asset revaluation, supported by favorable conditions [1] - The current market style is likely to remain focused on technology growth in the short term due to moderate growth policies [1] Group 2: Investment Strategy - A shift towards cyclical and value styles is anticipated but will require clearer economic or policy signals [1]