Search
According to the CICC research report, while the saturation level in the TMT sector has not yet peaked, it is edging closer to the cautionary threshold. Conversely, sectors with lower popularity, such as consumer and cyclical industries, are anticipated to exhibit greater cost-effectiveness in the upcoming market phase. Market funds are transitioning from a risk-averse stance to a balanced approach between offense and defense, with a preference for robust and growth-oriented assets. The overarching long-term trend remains unchanged, and the current optimal strategy entails allocating capital to undervalued consumer and cyclical sectors, encompassing key areas like major consumption, nonferrous metals, and new energy. Areas of primary focus include major consumption, new energy, non-bank finance, innovative drugs, TMT, nonferrous metals, and satellite internet.
-
C114 Communication Network -
Communication Home
