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Shenwan Hongyuan: Short-term structural differentiation reaches extreme levels, further market breakthroughs still require accumulation of strength
9 hour ago /
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Author：小编
The latest research report from Shenwan Hongyuan points out that it is difficult for the overall market to achieve an effective breakthrough in the short term, with the trend of structural differentiation becoming increasingly pronounced. The momentum continuity in the direction of AI computing inflation has weakened, with capital flows shifting towards sub-sectors such as PCBs and capacitors. In the medium term, opportunities for Prosperity verification (prosperity verification) in new energy, new energy vehicles, and export chains remain promising. At the same time, it is recommended to focus on asset allocation around the AI industry chain and strategic resources.
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