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Huaxi Securities: Recommend focusing on high-growth, high-demand sectors and the service industry turnaround track supported by policies and technology.
Mars Finance News: Huaxi Securities Research Report states that looking ahead to 2026, it is recommended to focus on high-growth sectors with strong momentum and the service industry cycle turning point supported by policies and technology, specifically including: 1. Service consumption is experiencing a resonance of new policy and industry demands, which is expected to drive industry turning points, including duty-free, senior tourism, and parenting consumption. 2. The new consumption sector has a long-term demand logic, and its prosperity is expected to be maintained. Currently, industry leaders are valued at relatively low levels, and by 2026, they still have sufficient flexibility, including trendy toys, tea drinks, fashionable jewelry, and health products. 3. Retail format innovation plus going overseas opens new growth space. 4. AI+ applications are expected to flourish in 2026, accelerating from themes to commercialization.