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Zhejiang Securities Chief Economist Outlines 2026 Investment Framework: 'Silicon-Based Inflation, Carbon-Based Deflation'

Stocks Commodities

2026-06-29 09:58:11

According to Guru Club, Zhejiang Securities chief economist Li Chao outlined on June 29 an eight-character investment framework to guide 2026 strategy: 'silicon-based inflation, carbon-based deflation.' Speaking at the Guru Club mid-year strategy summit, Li emphasized that investors should focus on capturing price increases across the silicon-based supply chain, with gains from this sector expected to significantly outperform broader markets. By contrast, carbon-based assets face structural pressure, Li noted.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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