Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>Ping An Securities Recommends Eyeing 3 Key Themes amid Spreading 'Anti-Involution' Rally
Recommend 116 Positive 182 Negative 71 |
||||
|
||||
|
According to Ping An Securities' research report, the "anti-involution" drive continues to gain traction. After the SSE Composite Index broke above the 3,500 mark, market turnover further expanded, boosting the "profit-making" effect in A-shares. The SSE Composite Index rose by 1.1%. On the industry front, nearly 90% of the Shenwan primary industry indices posted gains, with real estate leading the way (up 6.1%). Steel, non-bank financials, building materials, IT, media, and power equipment also delivered solid returns (average gains of 2.5-4.5%), while banks and coal saw slight pullbacks. Structurally, Ping An Securities recommended focusing on three main themes: technology growth sectors (defense, semiconductors, and innovative pharmaceuticals) that are benefiting from both domestic and international demand; sectors like new energy, building materials, and traditional cyclicals, which are set to improve thanks to the "anti-involution" catalyst; and financials (banks/ non-bank financials) that stand to gain from financial reform and opening-up and offer attractive high dividends. AAStocks Financial News |
||||
Copied to Clipboard
 |
||||
