Huatai Securities released an A-share strategy research report saying that last week, A-shares were weak and strong, and recovered in volume on Friday, but the main indices closed down slightly throughout the week. It is estimated that the A-share sentiment index has entered a pessimistic range for the first time since August. However, overseas disturbances are still being interpreted. It will take time for transactional funds to flow back and institutional chips to clear. In the short term, it is recommended to view it as a sharp decline and a rebound. In the history of retrading, GEM is similar to a phase of overrun decline and rebound. Electronics, communications, machinery, power equipment, and small market styles predominate. In terms of configuration, the technology sector suggests focusing on PCBs, passive components, optical modules, etc., where performance improved month-on-month and fell above the previous period. The topics focus on humanoid robots, military industry, and AI applications, while the non-technology sector focuses on the direction of speeding up profits in general equipment and medical services.

Huatai Securities released an A-share strategy research report saying that last week, A-shares were weak and strong, and recovered in volume on Friday, but the main indices closed down slightly throughout the week. It is estimated that the A-share sentiment index has entered a pessimistic range for the first time since August. However, overseas disturbances are still being interpreted. It will take time for transactional funds to flow back and institutional chips to clear. In the short term, it is recommended to view it as a sharp decline and a rebound. In the history of retrading, GEM is similar to a phase of overrun decline and rebound. Electronics, communications, machinery, power equipment, and small market styles predominate. In terms of configuration, the technology sector suggests focusing on PCBs, passive components, optical modules, etc., where performance improved month-on-month and fell above the previous period. The topics focus on humanoid robots, military industry, and AI applications, while the non-technology sector focuses on the direction of speeding up profits in general equipment and medical services.