Lates News

CITIC Securities pointed out that as the risk preference of funds has rebounded, it is recommended to focus on industry themes with high prosperity and new concept themes. Priority should be given to the direction of industry themes with outstanding performance in the first quarter report. With the completion of the first quarter reports, the market has entered a period of theme excitement. From the perspective of theme environment, comprehensive liquidity indicators and market style characteristics, the market continues to layout on the industry themes with high prosperity in the first quarter report, and shows a stronger preference for new theme concepts. From the analysis of catalytic factors, it is recommended to focus on domestic policies such as stabilizing the real estate market and stimulating consumption in the domestic circulation. Combining market environment, catalytic factors, and comprehensive quantitative indicators, it is recommended to focus on four themes: the India-Pakistan conflict, consumer electronics, exoskeleton robots, and brain-machine interfaces.