CICC issued a paper saying that in view of the second quarter report of public funds, the total assets scale did not change much compared with the end of the first quarter. Under the background, the proportion of stock assets increased significantly, the cash assets shrank, and the bond assets increased slightly. In the second half of the year, the new economy may continue to be the main line, but compared with the first half of the year, the allocation of new and old may need to be more balanced. On the whole, we are still optimistic about the trend of consumption upgrading and industrial upgrading in the medium term. At the same time, in the first half of the year, we are still optimistic about the trend of consumption upgrading and industrial upgrading. At the same time, we are looking for areas with low valuation, medium-term performance may not be bad, and it is expected to improve or continue to improve in the second half of the year.
Source: Netease Financial Editor: Yang Qian_ NF4425