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

华尔街见闻
2025.12.19 07:52
12 月 19 日，在华尔街见闻和中欧国际工商学院联合主办的「Alpha 峰会」上，毕盛资产创始人、执行主席兼首席策略官王国辉表示，“西方投资者重返中国是迟早的事。如果中国股市因经济数据和企业盈利改善，明年以 10%、20% 或 30% 的幅度跑赢美股，那么对于基金经理而言，顽固坚持看空立场将是 ‘职业上的愚蠢行为’，也会让他们 ‘情感上难以承受’。他们的职位风险在于，如果业绩长期不佳，通常不超过三年，就可能被解雇。”
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