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GF Securities: Since June, Market Dynamics Largely Influenced by Banks, Pharmaceuticals, and Computing Power Sectors
8 hour ago /
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Author：小编
Since June, the market's primary trajectory has been shaped by the performance of the banking, pharmaceutical, and computing power sectors. In the near term, the index is anticipated to maintain a volatile yet relatively robust trend. In terms of allocation strategies, investors should focus on two key directions: firstly, trend-driven clustering sectors including banks, pharmaceuticals, and overseas computing power; secondly, thematic rotation opportunities encompassing high-temperature power, basic metals, and stablecoins, among others.
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