Brokerages analyze the Year of the Horse investment: "Technology Growth + Cyclical Trends" as the core theme

Recently, more than a dozen institutions including Huatai Securities and Kaiyuan Securities have held intensive spring strategy meetings for 2026, focusing on macroeconomics, market trends, and asset allocation for in-depth analysis. According to incomplete statistics, 14 brokerages have held meetings or announced schedules, and market attention to investment directions for 2026 continues to rise. Institutions generally believe that the market in 2026 will shift from liquidity-driven to profit-driven, with “technology growth + pro-cyclicality” as the main theme for the year. High dividend and consumer recovery sectors can serve as stable core positions, while structural opportunities become key to investment. (China Securities Journal)

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