Group 1 - The core viewpoint emphasizes three high-certainty trends for investment focus in the medium to long term [1] - The market sentiment is gradually stabilizing, with a focus on "self-driven and internal-driven" investment strategies [3] - Recommendations include attention to dividend sectors and the price patterns of major asset classes under economic cycles [4] Group 2 - In May, three lines of opportunity are identified: new technology and industry themes, overseas technology mapping chain recovery, and service industry expansion to meet domestic demand [2] - The financial and consumer sectors have shown significant outperformance since late March, with a focus on domestic demand-related sectors [3] - The brokerage sector is viewed positively due to low valuations and strong first-quarter performance, with three main stock selection lines highlighted [5]
机构论后市丨三条线存在机会；配置上“以我为主，以内为主”
Di Yi Cai Jing·2025-04-27 10:41