[Chen Guo: A-share Index Bottom Has Been Tapped; Key Decisive Factor Is Not Position but Choosing the Right Structure]

English summary

Chen Guo, deputy director of research and chief strategy officer at Eastmoney Securities Research Institute, released his latest view: "Policy bottom + (domestic demand) earnings bottom + (carbon-based) capital bottom + sentiment bottom = the A-share index bottom has been established. The most critical decisive factor afterwards is not portfolio position but choosing the right structure. We believe the most rational choice is: standing in a bull market, actively go long carbon-based assets, long Hang Seng Tech, long sauce-flavored liquor tech, long oversold assets, long value investing, long quality blue chips."