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Tianfeng Securities: The Market Enters a Pivotal Phase for Strategic Positioning Amidst 'Spring Turmoil'
1 week ago /
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Author：小编
According to Tianfeng Securities' research report, as uncertainties tied to overseas monetary policies diminish, the external environment for the A-share market is gradually stabilizing. The market is now entering a pivotal phase for strategic positioning amidst what is termed 'Spring Turmoil'. The key investment themes frequently highlighted include: within the tech growth sector, investors should focus on AI (encompassing computing power and application ends), commercial aerospace, and robotics; within the cyclical/value sector, attention should be given to industrial metals, chemicals, and non-bank financial sectors; in the high-dividend sector, short-term cost-effectiveness remains notable, with expectations of a rebound.
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