英华号周播报|金价破“4”之后，下一步怎么走？坚守价值投资是否是“固执己见”？

Core Insights - The article discusses the divergence in performance between traditional value assets and emerging growth assets in the A-share market since the second half of this year, highlighting a significant debate in the investment community [21]. Group 1: Investment Strategies - Wang Qian, General Manager of the Equity Research Department at Yongying Fund, emphasizes the importance of adhering to a contrarian value investment framework despite the popularity of growth strategies [21]. - The article notes that value investors may feel isolated when growth style performers excel, but the key to successful investing lies in enduring solitude and maintaining long-term effective strategies to generate absolute returns for investors [21]. - Wang Qian asserts that the commitment to value investing is based on a rational choice grounded in long-term market patterns and in-depth research, rather than mere stubbornness [21]. Group 2: Market Trends - The article highlights the ongoing competition between "old growth stocks" and "new growth stocks," referred to as the "battle of the growth styles," which has sparked widespread discussion in the market [21]. - It is mentioned that the divergence in asset performance has led to a reevaluation of investment strategies among market participants [21].