B · Normal
[China Europe Ruibo Wu Weizhi: China's stock market revaluation window has opened] October 25th, the current global macro and capital market environment is complex and volatile. Wu Weizhi, Chairman and Chief Investment Officer of China Europe Ruibo Investment Management Co., Ltd. believes that short-term disturbances have masked structural advantages. China's economy is undergoing a critical transition from "quantitative expansion" to "qualitative leap", and the Chinese stock market is in a favorable window where global allocations are significantly underestimated, profit expectations are improving, and policy support resonates. In terms of mid- to long-term competitiveness, AI and energy are two-wheel drives, building a differentiated global moat. In terms of industrial structure, the ballast stone of the manufacturing industry is stable and export resilience continues to strengthen. From the perspective of capital market reform and quality improvement of listed companies, the dividends of the current system resonate with blue-chip performance. From the perspective of valuation and allocation, the forward-looking valuation of Chinese stocks is cheaper, and the weight of Chinese stock assets in the MSCI Global Index is significantly lower than the proportion of the economy. Foreign long-term funds are significantly underweight, posing a historic opportunity. (Reporter Li Di)
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