Style rotation or acceleration, institutions recommend A-shares to be laid out like this.
This week, the A-share market rose and then fell back, with the weekly gains of the three major indexes narrowing compared to the previous week. Industry institutions predict that the short-term market may enter a phase of accelerated rotation in hot spots and styles, and market indexes are expected to maintain strong resilience. In terms of future allocations, the technology sector is receiving attention due to its higher potential elasticity, with a focus on AI upstream and leading companies in the Hang Seng Technology sector. In addition, dividend assets such as utilities and consumer sectors such as pets and beauty are also worth paying attention to in the subdivided areas of opportunity.
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