China Merchants Securities said the market's systematic recovery driven by liquidity improvement since August is nearing its end, and the market will shift focus to structural earnings opportunities, with a more balanced style rotation; Q2 2026 insurance equity position (stocks+funds) stands at 15.66%, second only to the 16.07% recorded in June 2015.
Jin1008/19, 07:55 PM
- 15.66%
- 16.07%
- 2026Q2
Figures as quoted by Jin10
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