Over half of the year 2026 has elapsed. Recently, a number of public fund institutions, such as Ping An Fund, J.P. Morgan Asset Management (China), and Tianhong Fund, convened mid-year strategy sessions to evaluate the equity market and its various sub-sectors for the latter half of the year. By synthesizing the perspectives of these diverse institutions, it is evident that equity assets hold substantial allocation value, with sectors like the AI industry chain, new energy, and resource commodities garnering significant interest. Several institutions have adopted a bullish stance on the equity market for the remainder of the year, anticipating that enhanced profitability will serve as the main catalyst for market growth.
