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中信建投:重视一季报景气方向,中期“AI+”仍是核心主线

China Securities Co.,Ltd.: Focus on the direction of the first quarter report's prosperity, with "AI+" remaining the core main line in the medium term.

Breakings ·  Mar 16 23:54

The Research Reports from China Securities Co.,Ltd. point out that last week the Shanghai Composite Index stood above 3400 points, setting a new record in total market value, and that A-shares have established an independent market during the significant decline in U.S. stocks, reflecting a reassessment of market confidence. In the short term, it is necessary to note that the timing and space of this spring market have reached the historical average level. Structurally, technology growth may still have slight room for development when referring to historical cycles. However, the current recovery in domestic demand is still mainly structural. In the short term, an appropriate rebalancing can continue, focusing on the direction of first-quarter report prosperity. In the medium term, "AI+" remains the core main line. Areas to focus on: non-ferrous metals, building materials, real estate, electronics, communications, media, Computer, and Machinery. Themes to pay attention to: deep-sea technology, among others.

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