Brokerage firms are intensively speaking out at the mid-term strategy meeting: The revaluation of Chinese Assets continues, and there is a Bullish outlook on the Technology main line.

The brokerage firms' mid-term strategy conference for 2025 has begun. Yesterday, HTSC and CITIC SEC held simultaneous strategy meetings in Shanghai, attracting a large number of investors. From the content of the strategy meeting, brokers are generally Bullish on the A-share market in the second half of this year, believing that the valuation repair of Chinese Assets is still in progress, with Technology being favored. In addition, many brokers mentioned that they remain optimistic about the Hong Kong stock market's performance in the second half of the year, with the Hong Kong stock Technology Sector possibly benefiting from the current AI (Artificial Intelligence) industry narrative. Furthermore, CITIC SEC, Industrial Securities, Founder Securities, and Changjiang Securities have also held or are about to hold mid-term strategy meetings recently. (Securities Times)