CITIC Securities Recommends Focusing on Five Robust Industries: Innovative Drugs, Resources, Communications, Military Industry, and Gaming
2025-08-17 / Read about 0 minute
Author:小编   

The market's profitability continues to surge, investor sentiment remains buoyant, and incremental liquidity is anticipated to rise further. Investors are encouraged to concentrate on five high-performing industries: Innovative Drugs, Resources, Communications, Military Industry, and Gaming, particularly those sub-sectors bolstered by tangible performance. In terms of portfolio allocation, tools such as Non-ferrous ETFs, Rare Metal ETFs, Hang Seng Innovative Medicines ETF, 5G Communications ETF, Gaming ETF, and Military Industry Leading ETF can be considered. For the medium to long term, industries with sustainable pricing power deserve close attention. In the short term, areas including rare earth, cobalt, phosphorus chemicals, pesticides, fluorine chemicals, and PV inverters merit consideration, and investments can be made via Chemical ETFs.