Lates News

Huaxi Securities pointed out that the medium to long-term logic of the infrastructure sector cannot support the short-term rapid rise in the market. If this round of infrastructure development accelerates too quickly, one should still be cautious of the possibility of a sharp pullback. It is worth noting that when the infrastructure market fluctuated at that time, funds shifted to the technology sector, and the current contradiction of the fading popularity of the technology sector and the strengthening of the industrial narrative still exists, which may provide guidance for the market direction after the fluctuation of this round of infrastructure.