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CICC: Highlighting Three Investment Themes Aligned with Annual Report Performances
2025-01-13
According to CICC's research report, economic indicators in the fourth quarter of 2024 demonstrated a modest improvement, yet continued stabilization remains crucial. Investors are advised to concentrate on the fundamental shifts and trends within listed companies, identifying pivotal turning points and resilience in their performance. The key areas of focus encompass: sectors that have either surpassed expectations in their annual report performances or exhibited quarter-over-quarter enhancements; the TMT industry, which has rebounded from cyclical lows and displays distinct industry trends; and upstream resources and traditional manufacturing industries that have spearheaded supply-side clearances amidst a moderate economic recovery.
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