On October 21, Zhongtai Securities expressed its sustained bullish outlook on technological innovation as a prevailing theme over the medium to long term. The firm highlighted that financial support for technology and reforms in the capital market financing system are likely to foster a more favorable financing environment for high-quality technology enterprises. Recently, the tech growth sector has undergone notable corrections. In light of this, Zhongtai Securities recommends focusing on high-quality enterprises that possess core technologies, have increasing order volumes, and demonstrate stable profitability, particularly in areas such as artificial intelligence, semiconductors, and advanced equipment. This recommendation takes into consideration both industry prospects and the realization of performance. Furthermore, the sustainability of future market trends within the technology sector will hinge on factors such as overseas interest rates, global risk sentiment, and shifts in corporate profitability.
