Winning Health(SZ:300253) 2 1 Shi Ji Jing Ji Bao Dao·2025-05-13 02:49Group 1 - The market opened high but retreated, with the Shenzhen Component Index turning negative first, and the Shanghai Composite Index's gains narrowing to 0.2% [1] - The Software ETF (159852) saw a decline of 0.37% with a trading volume exceeding 110 million yuan and a turnover rate of nearly 4%, indicating active trading [1] - The Software ETF closely tracks the CSI Software Service Index, which includes 30 listed companies involved in software development and services, reflecting the overall performance of the software service industry [1] Group 2 - CITIC Securities forecasts steady revenue growth for the computer industry in 2024, although net profit and net profit excluding non-recurring items are under pressure [1] - The performance across different sectors is varied, with servers and AI showing strong results, and a significant improvement in profitability expected in Q1 2025 [1] - Recommendations include focusing on "AI mainline" opportunities, particularly in areas like management/office software, education IT, servers, and cloud vendors, while also considering structural opportunities in sectors like industrial software and basic software [1] Group 3 - Huatai Securities highlights that overseas disturbances and earnings reports were the main concerns for investors in April, with a consensus forming around domestic consumption and low volatility dividends as strong directions [2] - As overseas expectations improve and earnings reports materialize, there is a slight recovery in risk appetite before the holiday, with signs of strength in the TMT sector [2] - The outlook suggests that there is still room for growth in domestic consumption and technology sectors, recommending marginal increases in allocation [2]