Focusing on 'Collateral Damage' Stocks: Public Funds Advocate Balanced Offense and Defense

A-shares have continued to fluctuate recently, and since the market correction in July, some technology stocks have fallen sharply, drawing attention to how different market participants are responding. Recently, a public fund investor said that some investment opportunities that were "caught in the crossfire" during the pullback and have potential for valuation recovery are emerging. They currently lean toward actively adding positions to seek undervalued assets, and subsequent market movements may show typical stock-by-stock divergence. Some institutions advocate a balanced allocation combining offense and defense, with dividend and bond funds and other defensive products highlighted as key promotional focuses. (China Securities Journal)