تقييم المؤسسات لتأثير الصراعات الجيوسياسية يتراجع، وسيتركز السوق حول الأساسيات

People Finance News April 7, as the second quarter approaches, overseas uncertainty factors and geopolitical conflicts’ impact on the market gradually weaken, and the focus of public mutual funds’ attention returns to companies’ intrinsic value. Several fund companies have assessed that the market’s most intense valuation adjustment phase may already be over, and in the future, market performance will unfold more closely around fundamentals. In the face of the situation in which first-quarter performance was notably diversified and heavily held stocks were generally under pressure, public funds, while sticking to the technology main theme, place even greater emphasis on the certainty of earnings, and use high-dividend assets to smooth portfolio volatility, indicating a direction for positioning in the second quarter.