Lates News

With the quarterly reports of listed companies being gradually disclosed, the direction of institutional research has quietly shifted. Since April, the focus of institutional research has gradually shifted towards areas with strong earnings certainty, with leaders in the technology and high-end manufacturing sectors frequently appearing at the top of the research rankings. For example, Luxshare Precision has attracted the attention of 500 institutions and renowned fund managers such as Zhu Shaoxing from Fuguo Fund, Shen Li from Caitong Fund, and Zhao Yi from Quanguo Fund have all attended research meetings. It has been found that fund managers are highly concerned about the overseas layout of listed companies due to the impact of the so-called "equivalent tariffs" imposed by the United States. Institutional investors are outlining the investment layout of the second quarter through intensive research. (Securities Times)