Is A-share market entering a short break period to see white horses in the short term or is the theme more dominant? | Midday Market Discussion

Xie Aimin, manager of Shenzhen Gaoping Juneng Capital Fund, said that currently, overall, hard growth and undervalued dividend stocks are relatively stable. Yuan Qiang, a senior market analyst at Guotai Junan, believes that the current decrease in uncertainty is driving the stock market, rather than an upward revision of profit expectations. The investment focus is on sectors where pessimistic expectations are fully reflected and uncertainty is expected to decrease. Regardless of whether it is a white horse or a theme, if there is growth potential, it has the potential to become a dark horse.

Xie Aimin, manager of Shenzhen Gaoping Juneng Capital Fund, said that currently, overall, hard growth and undervalued dividend stocks are relatively stable. Yuan Qiang, a senior market analyst at Guotai Junan, believes that the current decrease in uncertainty is driving the stock market, rather than an upward revision of profit expectations. The investment focus is on sectors where pessimistic expectations are fully reflected and uncertainty is expected to decrease. Regardless of whether it is a white horse or a theme, if there is growth potential, it has the potential to become a dark horse.

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