Group 1 - The core viewpoint is that the investment landscape is expected to diversify, with sectors such as non-ferrous metals, electric power equipment, and chemicals being highlighted for potential opportunities [1] - Non-ferrous metals and AI were the standout sectors in the past year, and as market valuations adjust, other industries are becoming more attractive, leading to a more balanced A-share market [1] - The non-ferrous metals sector remains appealing due to global demand and value reassessment, while electric power equipment, chemicals, and aviation are also worth monitoring for their growth potential [1] Group 2 - Investment success relies not only on the speed of information acquisition but also on the depth of understanding, requiring a balance between boldness in rising markets and a stable mindset throughout cycles [2] - The goal is to achieve optimal investment decisions based on rigorous research, focusing on long-term growth potential, reasonable valuations, and controllable risks to deliver sustained returns for investors [2]
华商鑫安灵活配置混合基金经理陈恒 瞄准有色、电力设备、化工板块
Shen Zhen Shang Bao·2026-02-12 18:37