Chen Guo, deputy director and chief strategist at Eastmoney Securities, says
conditions for a Q3 rebalancing in China’s stock market are in place as
leadership shifts from single to multiple drivers. Previously oversold
assets—notably some high-quality blue chips hit in mid-to-late June panic
selling—could recover first. Recommended sector exposure: non-bank financials,
innovative drugs, internet, consumer staples, gaming, coal and lithium
batteries. Thematic focuses: commercial space and robotics. Medium-term
preference remains domestic AI-chain real-tech leaders.