Xie Lixin of Northeast Securities: A-shares usher in a good opportunity for long-term allocation, and multi-dimensional efforts will build a solid market bottom
Xie Lixin, a strategic analyst at Northeast Securities Research and Consulting Branch, released his latest views, saying that at present, multiple forces are converging, the momentum for market recovery is constantly accumulating, and the long-term allocation value of Chinese assets is becoming increasingly significant. Xie Lixin pointed out that in addition to the national forces such as Central Huijin Investment Co., Ltd. building a solid market defense line, high-quality central state-owned enterprises and private enterprises have set off a "buyback wave". These industrial capitals have taken active actions when market valuations are low, which not only injected liquidity into the market, but also sent a clear signal to investors that there are "value depressions" in the market, guiding market expectations from short-term game thinking to long-term value investment. In addition, the loosening of insurance funds will release long-term fresh funds. Xie Lixin said that from a fundamental perspective, China's economy is continuing to recover, the AI industry has ushered in a major breakthrough, and Chinese assets are constantly cultivating their "internal strength" and showing a trend of accumulating strength and then making a breakthrough. After undergoing substantial adjustments, the A-share market has entered a high cost-effective range. Its low valuation advantage is like a solid "safety cushion", providing long-term investors with an excellent entry opportunity.