Liquidity at home and abroad may continue to boost A shares, and expectations of the AI theme spreading are increasing.

According to Securities Times, several securities institutions have recently pointed out in their research reports that ample liquidity at home and abroad is expected to continue boosting the A-share market, with the technology growth style expected to continue leading the market. These institutions recommend investors to focus on the diffusion opportunities in the AI industry chain, especially in sub-sectors with relatively low valuations and high prosperity, such as storage, AIDC-related facilities, etc. With structural adjustments in the market, there may be opportunities in the small and medium-sized market segments and in leading technology companies. In addition, Hong Kong-listed internet and new energy sectors are also worth paying attention to. Overall, the long-term trend of the A-share market is clear, but caution should be exercised against short-term volatility risks.