East Fortune Securities Chen Guo: Seize the rare opportunity and actively layout the new round of the Chinese stock market trend.

On June 10, Chen Guo, Deputy Director of the Research Institute of Oriental Fortune Securities, released a review of the A-share market, stating that it is important to seize the rare opportunity and actively layout a new round of market trends in the Chinese stock market. "Currently, the Shanghai Composite Index has adjusted from its previous high point. Regardless of how external factors fluctuate in the future, I believe that strategically, we should no longer be bearish on A-shares. In the next quarter, the upward potential of the index will be far greater than the downward potential, and we should actively look for structural long positions," said Chen Guo. Chen Guo also mentioned that the next trend will be more balanced in style. In the technology sector, he prefers to select "high-quality Chinese AI industry chain companies that have not yet reached their market value in terms of revenue, profit growth this year will not peak, the interim report is expected to be better than market expectations, and next year's profit expectations will not be downgraded." At the same time, Chen Guo is particularly optimistic about the performance of leading stocks in the carbon-based sector in the second half of the year. He focuses on the new and old energy, financial real estate, new consumption and internet leading assets in the Chinese A-share and Hong Kong stock markets, believing that they may usher in a systematic reevaluation opportunity.