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The A-share market capped off June with a robust rally in technology stocks. Among the standout performers were Yake Technology, Guoci Materials, and International Composite Materials—three "golden stocks" recommended by securities firms that all surged more than 100% in value during the month.
According to July’s recently released golden stock lists from securities firms, the AI industry chain remains a focal point for allocations. However, investor attention is now broadening to include pharmaceutical and securities sectors. This shift signals a slight decline in tech stocks’ dominance, with institutional strategies diversifying across industries.
Looking ahead, institutions maintain confidence in the technology sector’s medium- to long-term potential but suggest a short-term portfolio rebalancing may be prudent.
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