UBS: A-shares are expected to regain upward momentum.

According to the intelligence of the financial APP, on May 13th, UBS strategists released a Chinese stock strategy report, predicting that A-shares are expected to regain upward momentum. UBS recommends investors strategically increase their holdings of growth stocks to enhance portfolio flexibility. With the increase in market trading volume, small-cap stocks may outperform large-cap stocks due to their higher proportion of overseas revenue. In terms of industry preferences, UBS believes that sectors with high beta coefficients (mainly technology, media, and telecommunications industry, i.e. TMT), sectors that may benefit from domestic policy favoritism, and sectors that have performed poorly due to China-US tariffs may attract market attention.