Shifeng asset Guofeng: there are structural opportunities at the bottom of the stock market

The exchange meeting minutes of Shi Feng’s assets were obtained from the channel party. Guofeng, the chairman and fund manager, elaborated on the macro environment, follow-up market outlook, product operation ideas, etc. Guofeng said that the worst of the market has passed, and the company’s positions in some old products have increased. Subsequently, with the steady growth policy gradually increasing, China’s economy is expected to enter a new positive cycle. Therefore, there is a structural opportunity in the bottom area of the stock market. Next, we can pay more attention to the investment opportunities in consumer goods with pricing power, the fourth industrial revolution led by energy reform, new applications of the Internet, specialization, innovation and localization.