Yang Chao from Galaxy Securities: A-shares are expected to fluctuate upward in the second half of the year, follow four major institutional opportunities.
On June 24, Yang Chao, chief strategy analyst of Galaxy Securities, said in a speech at the 2025 mid-term strategy meeting that the A-share capital will continue to be stable and improving, and the current valuation is still at a low level compared with overseas mature markets, and the investment cost performance is relatively high, and it is expected to show a volatile upward trend in the second half of the year. The market style will be skewed towards the broader market, and opportunities for growth stocks remain large. He emphasized that structural opportunities focus on four major directions: safe assets, technological innovation, big consumption, and M&A and restructuring themes.
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Yang Chao from Galaxy Securities: A-shares are expected to fluctuate upward in the second half of the year, follow four major institutional opportunities.
On June 24, Yang Chao, chief strategy analyst of Galaxy Securities, said in a speech at the 2025 mid-term strategy meeting that the A-share capital will continue to be stable and improving, and the current valuation is still at a low level compared with overseas mature markets, and the investment cost performance is relatively high, and it is expected to show a volatile upward trend in the second half of the year. The market style will be skewed towards the broader market, and opportunities for growth stocks remain large. He emphasized that structural opportunities focus on four major directions: safe assets, technological innovation, big consumption, and M&A and restructuring themes.