Core Viewpoint - The capital market is expected to continue its upward trend in 2026, driven by fundamental factors, with sectors showing sustained growth likely to perform well, while those lacking profit support may experience only top-level fluctuations [2][4]. Investment Strategy - Investment requires careful selection, focusing on hard assets and moving away from beta thinking [2][4]. - Ordinary investors are advised to invest through ETFs or select professional fund managers to diversify risks and leverage the research outcomes of professional teams [2][4]. Market Performance - The capital market significantly exceeded expectations in 2025, driven by policy shifts, emotional recovery, and ample capital, leading to a slow bull market in A-shares supported by fundamentals [2][4].
中欧瑞博董事长兼首席投资官吴伟志贺新春：市场进入基本面驱动阶段 聚焦“硬资产”告别贝塔思维
Xin Lang Cai Jing·2026-02-14 02:27