CITIC Securities: Emphasizing AI, Innovative Drugs, Resources, Hengke, and the STAR Market Amid Market Shifts

2 week ago / Read about 0 minute

Author：小编

According to CITIC Securities' research report, market positioning significantly influences the actions of leading funds, ultimately shaping the structure and trajectory of emerging industries. Historically, in markets fueled by incremental liquidity, leading industries tend to remain concentrated, reflecting funds' emphasis on efficiency and preference for high-consensus assets. The market performance in July indicates a gradual shift towards trend-following industries, with the high-to-low switching strategy proving less effective. Recently, the pace of incremental liquidity has decelerated, necessitating a market cooldown for sustained growth. Currently, the primary areas of interest encompass AI, innovative drugs, resources, Hengke, and the STAR Market.

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