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CITIC Securities’ US Stock Market Strategy for H2: Prioritize Technology, Defense Sector, Energy Infrastructure, and Finance
2 day ago /
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Author：小编
CITIC Securities’ research report highlights that valuations for the S&P 500 and Nasdaq have notably receded from their record peaks, even as full-year earnings forecasts for US equities continue to trend upward. This creates a compelling alignment between valuation levels and earnings growth prospects. For sector allocation in the second half of the year, the report advocates a focused approach on four key areas—technology, defense sector, energy infrastructure, and finance (encompassing traditional banking and financial technology)—driven by underlying market fundamentals.
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