Wang Li, senior macro strategy researcher at Great Wall Fund: The intrinsic support logic for the market rally remains.

date
02/06/2026
The adjustment of short-term factors has not yet interrupted the upward trend in the market. Wang Li, a senior macro strategist at Great Wall Fund, said that the policy stance for the development of the capital market is clear, and with the expected decrease in inflation risk and tightening expectations, as well as the boost in China's growth expectations, the inherent support logic for the market's upward trend is still there. In terms of investment direction, the investment scope has become wider, with a focus on high growth in the new economy, attention to global leaders in manufacturing, and the potential for recovery in traditional industries. Specifically, attention should be paid to emerging technologies, competitive manufacturing, and traditional recovery.