At present, the global capital market is grappling with the combined effects of geopolitical transformations and the revolutionary strides in the AI industry. Escalating tensions in the Middle East have not only heightened market risks but also disrupted global supply chains. Meanwhile, groundbreaking innovations in AI are ceaselessly reshaping market dynamics. Against this complex backdrop, A-shares have emerged as a central topic of discussion at the spring strategy meetings of securities companies. Numerous firms have emphasized that, despite short-term market disruptions triggered by external factors, their conviction in the long-term positive trajectory of Chinese assets remains unshaken.
