Foreign media reports that Rick Rieder, Chief Investment Officer at Blackstone, believes the US stock market rally has room to continue. In his latest statement, he mentioned that the market environment still supports the performance of risk assets, with stocks with solid fundamentals receiving more attention.

Optimistic about the continued upward trend of the stock market

Rieder's assessment focuses on the fact that the current market has not experienced any significant shocks sufficient to reverse the trend. He believes that corporate profits and the funding environment remain the main factors supporting the stock market.

One type of stock is attracting attention

He specifically highlighted stocks with strong fundamentals. These companies typically have more stable profitability and are more likely to attract capital in volatile market conditions.

The market still values earnings quality.

This statement reflects that investors, when chasing rising market trends, will still prioritize profitability, cash flow, and valuation alignment. For institutional funds, fundamentals remain a crucial basis for allocation decisions.