The research report from CITIC Construction Investment highlights that, despite a minor market rebound this week, investor sentiment has continued to wane, and the rebound's momentum remains feeble, still encountering upward resistance. CITIC Construction Investment maintains that, while the market may still see short-term volatility, downturns will offer favorable chances for taking positions. It is projected that the steady bull market trend will persist, and the anticipated spring rally next year might arrive sooner than expected. The report advises taking positions at an opportune moment before the crucial mid-December meeting to capitalize on the year-end market dynamics. Emphasis should be placed on strategically positioning in high-potential sectors such as tech growth and resource commodities. Regarding industries, attention should be given to non-ferrous metals (copper, silver), AI (telecommunications, computing), new energy, innovative pharmaceuticals, mechanical equipment, Hong Kong-listed internet stocks, chemicals, and more. Thematically, the focus should be on commercial aerospace.
