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CICC's research report highlights that Chinese stocks are set to keep reaping the rewards of the AI technology boom and ample liquidity in the market. Given that current stock valuations are reasonable and there are no telltale signs of a bull market reaching its zenith, CICC remains resolutely optimistic about the revaluation prospects of Chinese assets. The firm continues to advocate for an overweight stance on Chinese stocks. As for investment styles, considering the moderate intensity of policies designed to stabilize economic growth, the market's focus is likely to remain on tech - growth stocks in the near term. A transition to cyclical and value - oriented investment styles will hinge on the emergence of more distinct economic or policy cues.
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