Newsletter summary
Caixin Securities: a-share double-dip may have ended to follow TMT, resources and other sectors of the Securities Times online newsTripledoublebonuspokerCaixin Securities Research report pointed out that the current A-share double-dip may be over, the follow-up equity market will usher in the opportunity of allocation, May-June market will be more focused on the high-prosperity track. The second quarter of 2024Tripledoublebonuspoker...
Text of news flash
Caixin Securities: a-share double-dip may have ended its attention to TMT, resources and other plates of the Securities Times website, Caixin Securities Research report pointed out that the current A-share double-dip may be over, the follow-up equity market will usher in the opportunity of allocation, May-June market will be more focused on the high-prosperity track. In the second quarter of 2024, the market is greatly influenced by the performance, focusing on the matching of valuation and performance. From May to June, the equity market can appropriately increase its risk appetite and pay attention to the following sectors: (1) TMT, which can focus on the optical module of the computing side, the computer of the software side and the media of the application side. (2) for new quality productivity, we can pay attention to industrial mother machine, robot, low-altitude economy and so on. (3) Export industry chain. We can pay attention to the direction of export industry chain such as home appliances, textiles and clothing. (4) Resource plate. Under the improvement of external demand and tightening of supply, there is still a strong upward force in the prices of non-ferrous metals (copper and aluminum) and precious metals (gold and silver). Proofread: Liu Rongzhi