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Institutions intensively research A-share listed companies; humanoid robots and semiconductor materials are sought after.

金色财经_
robot
Abstract generation in progress
Golden Finance reported that on July 1, in June, a total of 989 A-share listed companies received institutional research. From the perspective of research logic, the hard-tech track, with its clear industrial upgrade path, continuously advancing domestic substitution process, and ample medium-to-long term growth space, has become the main line for current institutional research and medium-to-long term capital allocation. Experts interviewed said that currently, the layout styles of various institutions such as public funds, private equity, foreign capital, and securities firms are increasingly differentiated, but there is a high degree of consensus on being bullish on the technology growth track. Among them, cutting-edge sub-sectors such as humanoid robots, AI hardware, and high-end semiconductor materials benefit from the triple positive catalysts of accelerated industrial iteration, concentrated performance realization of listed companies, and continuous improvement of market liquidity, becoming the focus of market capital attention. (Securities Daily)
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