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Huatai Securities: Strategic Allocation Maintains Preference for Large Finance, Pharmaceuticals, and Military Industry
3 week ago /
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Author：小编
The A-share market witnessed a rebound last week, as transactional funds breathed life into thematic market conditions. The anticipated rise in volatility spurred a gradual resurgence of dividend-yielding and small-cap investment styles. In terms of allocation, our tactical focus remains on sectors offering high dividend yields, including storage, software, general automation, select chemicals, insurance, coal, and white goods. Strategically, however, we continue to favor the large finance, pharmaceutical, and military industry sectors.
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