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Huaxi Securities has noted that, from a medium- to long-term outlook, the present surge in A-shares still lingers in its mid-phase when compared to the preceding bull markets in its history. Consequently, the 'slow bull' trend is anticipated to endure. When it comes to industry allocation, it is prudent to zero in on three key areas: Firstly, the broadening of the technology sector's ascent, encompassing fields like AI computing power, AI applications, robotics, space-based photovoltaics, storage, and internet firms listed in Hong Kong; Secondly, industries poised to gain from 'anti-fierce-competition' policies and upward price trends, such as chemicals and non-ferrous metals; Thirdly, sectors demonstrating notable growth in their annual report earnings forecasts, including electronics, machinery and equipment, and pharmaceuticals.
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