CITIC Securities: Continue to look favorably on the subsequent performance of AI computing power as the long-term core theme in this round of the bull market

Mars Finance news, CITIC Construction Investment Securities believes that the market will see a strong rebound in the short term, but after the rebound is complete, A-shares may enter a period of consolidation. Continued optimism is warranted for the subsequent performance of AI computing power as the long-term core theme of this round of bull market. Domestic policy tailwinds such as the Lujiazui Financial Forum are expected to continue driving gains in the dual-innovation sector, and the ChiNext and STAR Market are expected to remain strong. Meanwhile, elevated valuations and trading structure may become the main reasons for a phased shift in the technology main theme in the future. Key focus: AI computing power, industrial metals, petrochemicals, machinery, new energy, etc. For dips, look to set up positions in: banks, non-bank financials, utilities, coal, etc. (Cailian Press)
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