The attractiveness of A-shares continues to increase, institutions suggest grasping opportunities in the rotation and expansion of two main themes.

date
29/07/2025
Recently, the A-share market has been continuously strengthening, with the market's attractiveness on the rise. In terms of capital, as of July 25, the margin financing balance in the A-share market reached 1,933.841 billion yuan, hitting a new high in over 4 months, with an increase of over 95 billion yuan since July, including an increase of over 44 billion yuan last week. Analysts believe that with the current speculative funds still active and the policy window approaching, the A-share market may continue to operate on the stronger side. The market consensus still focuses on the two main themes of "the recovery of undervalued stocks" and "the trend of technological growth industries."