Lates News

The Zhongxin Securities research report pointed out that in the first quarter of 2025, the market investment style will be more diverse, with the proportion of bank stocks in actively managed funds' core holdings slightly decreasing by 0.37 percentage points from the end of the previous quarter. Looking ahead, in the short term, trade friction is expected to continue to impact the market, and in this context, low volatility sectors have allocation value. In the medium term, under the assumptions of macroeconomic "caution" and "weakening," the bank sector's fundamentals are relatively stable compared to most industries, with significant relative value, and it is recommended to actively increase allocation to this sector.