Huatai Securities: A Moderate Shift Back to Cost-Efficiency and Prosperity
2 day ago / Read about 0 minute
Author:小编   

Huatai Securities' research report highlights that, after briefly weathering the profit-taking pressures of the previous week, the A-share market has rebounded, reaching new stage highs. Trading activity has become a focal point for investors. Domestic capital continues to show vitality, and while the trend of shifting investments from small-cap to large-cap stocks has shown signs of slowing, it has not reversed course. The industry landscape remains sharply focused, though there are emerging indications of a loosening in herd investing behavior. The medium-term upward trajectory of domestic economic fundamentals remains robust and difficult to challenge. Given the high levels of trading activity and the broadening of profit-making opportunities, it is advisable to maintain a relatively high investment stance. When choosing investment avenues, it is prudent to moderately revert to a focus on cost-efficiency and prosperity, with particular attention to domestic computing power chains, innovative pharmaceuticals, robotics, chemicals, batteries, and leading companies in the mass consumption sector.

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