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Kaiyuan Securities: The Dominant Dual-Wheel Momentum of Tech + Cyclical Sectors to Persist
2 week ago /
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Author：小编
Kaiyuan Securities has highlighted that amidst the ongoing valuation-driven bull market and the spring rally, the dominant trend of a dual-wheel drive, fueled by both the technology sector and cyclical industries, is set to continue. Within the context of a global technological megacycle that is in full resonance, the technology sector is anticipated to maintain its relative profitability and growth edge. Concurrently, cyclical industries are poised to seize investment opportunities, buoyed by anti-deflationary policies, a marginal uptick in the Producer Price Index (PPI), and burgeoning reflation expectations. Together, these two sectors are projected to synergistically propel market growth forward.
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