Three Major Consensus in Brokerage Mid-term Strategies: Attention on the Revaluation of Chinese Assets

Wallstreetcn
2025.05.22 22:54

Recently, various investment summits, including the mid-term strategy meetings of securities firms, have been held intensively, making assessments on the macroeconomic trends and investment strategies for the second half of 2025. According to my observations, this time the strategies of securities firms show three major consensus: the Chinese economy demonstrates resilience, technological innovation drives growth, and the upward revaluation of Chinese assets has begun. This series of consensus reflects the institutions' strong confidence in the Chinese economy and their bullish outlook on the capital market. (Securities Daily)