Exploring the investment opportunity of 2022 In the second half of the year, the Boyi Fund "Thinking and Debate" investment strategy meeting was held on July 5th

2022 is a year for challenging and opportunities. In the first half of the year, it was impacted by multiple factors such as overseas liquidity super -expected tightening, increasing the risk of inflation, and domestic epidemic fermentation. Global risk asset fluctuations were amplified, and market risk appetite dropped to freezing. The Politburo Conference held at the end of April released a positive policy signal to the domestic economic situation and the development of the capital market, and strongly guaranteed the smooth operation of the capital market.

In the face of economic shocks at home and abroad, and the epidemic is repeated, where are the investment opportunities in the second half of the year? On July 5th, the Boshi Fund's "Thinking and Debate" investment strategy will be held in Shenzhen in the second half of 2022. Ten investment experts will share in -depth thinking and insight on equity investment and absolute income investment strategies.

In terms of equity investment, Chen Xianshun, chief rights and interest strategy analysts of Boshi Fund, will analyze the macro and investment strategy in the second half of the year. Sha Wei, deputy director and fund manager of the three investments and fund managers of equity investment, will see the market in the second half of the year from A -share performance and economic expectations. Xiao Ruijin, assistant to the four investment director and fund manager of the four investment director, will insight from the second half of the year from the perspective of the science and technology industry. Guo Xiaolin, assistant to the four investment director and fund manager of the four -ministry investment of the rights and interests, will look forward to the investment in the new energy industry. Share investment opportunities, Wan Qiong, deputy head of the ETF group and fund manager of the Index and Quantitative Investment Department, will start a full Raiders of ETF asset allocation.

In the field of absolute income, Liu Yang, a senior strategy analyst at the Boshi Fund Macro Strategy Department, will look forward to the absolute income strategy in the second half of this year. Wang Shen, general manager, research director, and fund manager of the fixed income research department will share the "solidarity+" allocation strategy and the configuration strategy and Thinking of retracement control, Zhang Liling, general manager, investment director, and fund manager of fixed income investment, will share how to build an absolute income combination based on a long -term strategy. Deng Xinyu, assistant to the investment director and fund manager of the Hybrid Asset Investment Department +"Investment strategy thinking.

The above ten Boshi Fund Investment will explore investment opportunities in the second half of 2022 from multiple industries and different angles. Boshi Fund stated in the joint investment joint meeting in the third quarter that looking forward to the second half of the year, the policy environment "frequently sends warm wind" on the economy and market, and the capital market entered the left layout area. In the context of Sino -US economic dysfunction, the impact of overseas liquidity impact on the domestic capital market will weaken, and A shares will show stronger "me -oriented" features. As the domestic economy has risen in the second half of the year, more outstanding companies will rise in more fields such as the energy revolution, digital economy, emerging consumption, and high -end equipment. The Chinese economy is still a fertile soil that bred a large number of investment opportunities. Boshi Fund will uphold the original intention of "investment value discoverers", and is willing to work with investors to share the long -term growth bonus brought about by the construction of a new Chinese economic pattern.

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