“我们也中了‘卵巢彩票’！”32年投资老将：买入这类中国公司……

Core Viewpoint - The article emphasizes the importance of a stable and continuous wealth effect from the stock market in China's economic transformation, highlighting a shift away from real estate as the primary means of wealth preservation and growth [1]. Group 1: Investment Opportunities - A significant number of Chinese companies are evolving into global players, with a notable increase in revenue from overseas markets [3]. - The past decade has seen many Chinese companies, particularly in the mining sector, rapidly increase their market capitalization, with some companies growing from under 80 billion to 800 billion in value due to global expansion [4]. - The article suggests that sectors such as transportation, electrical equipment, engineering machinery, and new energy are also witnessing Chinese companies gaining global market share, presenting investment opportunities [5]. Group 2: Market Dynamics - Despite a lackluster performance of the A-share index over the past decade, investment professionals believe that the market continues to offer abundant opportunities due to the diverse industrial sectors in China [2]. - The article predicts a structural bull market for A-shares in the foreseeable future, with a potential for steady annual returns of 5-8% if the market continues to evolve into an investment-oriented environment [8]. Group 3: Economic and Cultural Influence - The concept of "Cool China" is introduced, suggesting that if China becomes a cultural trendsetter, many Chinese companies will achieve significant global market valuations, similar to the influence the U.S. had in the past century [6]. - The article highlights the unique position of China as a comprehensive economy with diverse industrial sectors, allowing for a wide range of investment opportunities compared to other countries [7].