According to CITIC Securities' latest research report, the A-share market is anticipated to halt its decline and stabilize this week. The report advises investors to actively engage in thematic rotation, citing indicators of trading losses that suggest a high likelihood of market stabilization in the near term. Furthermore, thematic liquidity indicators and market style characteristics indicate that active themes are expected to continue rotating. In terms of catalytic factors, the report recommends paying close attention to the evolving dynamics of Sino-US competition, CES technology industry events, and the implementation of intensified domestic policies. Key investment areas highlighted include semiconductor localization, humanoid robots, and new consumption trends.
