Bisheng Asset founder, executive chairman, and chief strategist Wang Guohui: Foreign capital is about to return, and Chinese assets are 迎来 the "performance-driven" turning point

華爾街見聞
2025.12.19 07:52
12 月 19 日，在華爾街見聞和中歐國際工商學院聯合主辦的「Alpha 峯會」上，畢盛資產創始人、執行主席兼首席策略官王國輝表示，“西方投資者重返中國是遲早的事。如果中國股市因經濟數據和企業盈利改善，明年以 10%、20% 或 30% 的幅度跑贏美股，那麼對於基金經理而言，頑固堅持看空立場將是 ‘職業上的愚蠢行為’，也會讓他們 ‘情感上難以承受’。他們的職位風險在於，如果業績長期不佳，通常不超過三年，就可能被解僱。”
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