Xingye Fund Manager Zou Hui: Maintaining a strategic bullish mindset in the medium to long term.
Analyzing the current market, Zou Hui, General Manager of the Equity Investment Department of Industrial Fund and manager of the Industrial Research Selective Hybrid Fund, expressed that the recent continuous rise in the market was mainly driven by factors such as overseas interest rate cuts, the appreciation of the RMB exchange rate, and the stabilization of the Middle East military conflict, which have marginally increased risk appetite. For further upward movement, clear improvement in corporate profits or continued inflow of incremental funds into the market are needed. He believes that in the short term, there may be fluctuations in the market due to tariff disputes, performance tests, and crowded trading, but in the medium to long term, he will maintain a strategic bullish mindset because macroeconomic policies provide a foundation, the transformation of old and new growth drivers provides structural highlights, and incremental funds continue to enter the A-share market. He remains confident in the long-term market trend.
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