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On March 30, CITIC Securities issued a research report advocating for a continued focus on key technology sector trends, including mid-range AI, domestic computing power, military industry, lithium batteries, and innovative drugs listed in Hong Kong stocks. Concurrently, in the realm of supply-side adjustments, the aluminum, steel, and panel industries are highlighted as areas warranting attention. Regarding the bridging of consumption gaps, the report emphasizes the potential of offline new retail and the hotel industry. Furthermore, in anticipation of potentially positive first-quarter earnings surprises, sub-sectors like wind power components, construction machinery, automotive electronics, ophthalmic pharmacies, and service consumption are also recommended for close monitoring.
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