Lates News

CITIC Securities stated that overall, the market environment for the upcoming interim report season is expected to be slightly bearish and the fundamentals are relatively weak. The first recommendation is still the North American AI hardware supply chain sector, which can still be considered after the pullback. Industries with good interim performance and relatively reasonable valuations or thorough position clearing may also be worth paying attention to. According to feedback from industry analysts at CITIC Securities Research Department, sectors with strong certainty of good interim performance include wind power, gaming, pets, minor metals, rare earths, and securities; from the perspective of position clearing, some sectors in new energy (lithium batteries, photovoltaics) have already fallen to reasonable levels, such as lithium battery equipment, lithium batteries, and photovoltaic inverters; there are also some new technological hotspots such as solid-state batteries and photovoltaic layered batteries, which may have uncertain long-term potential, but with good short-term position structures, they can also be considered as a current allocation choice. Additionally, banks with continuous inflows of funds may also be a relatively secure choice. (First Financial).