Chen Guo, deputy director and chief strategist at East Money
文 / 小金
2026-07-08 08:30:03
来源:亚金网
Chen Guo, deputy director and chief strategist at East Money Research Institute, said a downturn in the Korean memory-chip sector would not signal the end of the global tech bull and may simply reflect intra-tech rebalancing. He said the move would not imply the end of an A-share re-rating; RMB assets still have room to be re-rated, with particularly large upside for high-quality carbon-based assets in China’s A-share market.
