CITIC Securities: In the second half of the year, A-shares will experience a structural slow bull market

Mars Finance News reports that a research report from CITIC Construction Investment states that in the second half of 2026, China’s A-shares will play out a structural slow bull market. Structural prosperity and capital clustering will drive a structural bull market. The report recommends that investors follow an investment strategy of “prosperity as the main guideline,” focusing on two major prosperity themes: “computing power bull” and “recovery bull.” The AI computing power theme has not yet reached a stage of full-scale bubble formation, so attention should be paid to the prosperity spreading across the entire industry chain. The “recovery bull” driven by “PPI-external demand” is another key main theme this year.

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