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Looking ahead to the future market, Tianhong Fund said that judging from the investment clock, the global economy and A-share profit cycle are currently high. Global risk-free interest rates are increasing the resilience of AI demand, and the differentiation among assets is bound to intensify. The market should balance dividends, microtransactions, gold, and agricultural products in the future, while reserving cash positions to maintain tactical maneuverability.
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Looking ahead to the future market, Tianhong Fund said that judging from the investment clock, the global economy and A-share profit cycle are currently high. Global risk-free interest rates are increasing the resilience of AI demand, and the differentiation among assets is bound to intensify. The market should balance dividends, microtransactions, gold, and agricultural products in the future, while reserving cash positions to maintain tactical maneuverability.
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