Oriental Fortune Strategy Chen Guo Comments on the A-share Market Correction: Seize the Rare Opportunity, Actively Lay Out the New Round of Chinese Stock Market Upsurge.

Chen Guo said, "The current A-share index has dropped more than 300 points from the previous high of 4259. Regardless of external turmoil in the future, I believe that strategically we should no longer be bearish on the A-share market. On the contrary, I believe that in the next quarter, the upward potential of the index will be far greater than the downside potential. We should actively look for structural long opportunities in the future." Chen Guo believes that the style structure of A-shares will not be as extreme as in May, and the next round of upward trend will be more balanced. In the technology sector, he prefers to choose high-quality Chinese AI industry chain companies with the criteria of "revenue and profit growth not peaking this year + market value not overdrawn in their position in the industry and economy + interim report expected to exceed market expectations + next year's profit expectations will not be downgraded". At the same time, he is particularly bullish on the performance of A-share carbon leaders in the second half of the year, focusing on A-share and Hong Kong stock leaders in new and traditional energy, finance and real estate, new consumption, and internet assets, believing that they may have a systemic revaluation opportunity.