AI hasn't reached its peak yet, resource commodities are stealing the spotlight, how will the strategies play out in the second half of the year

Recently, securities firms such as CITIC Securities, Huatai Securities, CITIC Construction Investment Securities, and UBS Securities have held intensive mid-term strategy meetings, releasing market outlook reports for the second half of the year and pinpointing the key lines for structural investment in the A-share market as well as the overall direction of earnings. Artificial intelligence (AI) remains a hot sector in the market. Many domestic and overseas institutions broadly agree on its long-term investment value; the capital pooling in the sector has not yet reached its limit, and new directions such as industrial applications are also worth watching. In addition, due to imbalances in supply and demand, resource-related sectors such as energy, precious metals, and industrial metals have become important choices for institutional portfolio allocation to balance risk hedging and returns. (Securities Times)