Zhongxin Securities Mingming: China's economy is recovering amidst fluctuations. The cost-effectiveness of equity assets is outstanding.

From May 27th to 29th, Citic Securities held the 2026 Capital Markets Forum in Shanghai. Regarding major asset allocation, it is believed that in an environment of economic recovery and mild inflation, the cost-effectiveness of equity assets stands out. In the A-share market, the development of the AI industry and rising commodity prices will become the core pricing theme.