Chinese stocks have received renewed market attention since last year. Jean-Marie Mercadal, CEO of NewVision Asset Management, stated at the Haitong International 2026 Summer Strategy Meeting that in the past 15 years, investing was quite easy - just buy US tech stocks or stocks in general. However, now is the time to diversify and reduce the proportion of US dollar assets. He recommended allocating to the European and Asian stock markets, especially Chinese stocks, if you want to invest in the future. Mercadal expressed great optimism about the prospects of Chinese stocks, citing their attractive valuation relative to US stocks. He believes that as the trend of Chinese stocks continues to improve, global investors will return to the Chinese market. In addition, in recent years, Chinese retail investors have accumulated large amounts of savings and with low interest rates in China, these retail investors are expected to be a driving force in pushing Chinese stocks higher in the second half of the year. He also mentioned that China's soft power has significantly improved in recent years, especially in areas such as robotics and new technologies, which are attracting more and more attention from investors. Roelof Joosten, Chief Investment Officer of ABP Investments (Asia), pointed out that the trend towards de-dollarization is ongoing but slow. Currently, the market is still significantly underweight in Chinese stocks. He remains optimistic about the long-term performance of Chinese stocks, but sees potential risks in the second quarter. He prefers A-shares driven by local funds over Hong Kong stocks and recommends selecting upstream companies with profitability and dividends, as well as focusing on themes such as Chinese companies going global and AI. Chief Executive Officer of Zhongyong Capital, L Haofeng, stated that while the focus this year is on the Chinese and Hong Kong markets, it is also worth paying attention to the Japanese and South Korean stock markets, especially in companies related to AI and semiconductors, which have shown strong performance this year and present structural investment opportunities.