Guo Qiang, head of research at First Capital Securities, said a pullback in global AI industry-chain stocks has prompted corrections in some A-share technology pockets. He expects the post-correction phase to be dominated by portfolio rebalancing, wi

2026-07-22

Guo Qiang, head of research at First Capital Securities, said a pullback in global AI industry-chain stocks has prompted corrections in some A-share technology pockets. He expects the post-correction phase to be dominated by portfolio rebalancing, with the technology rally remaining the market’s main theme and the sector retaining resilience and investment value.