公募调研聚焦电子等行业 乐鑫科技等多股获密集调研

Group 1 - Despite recent fluctuations in the A-share market, public fund institutions are actively conducting research to identify investment opportunities, with 125 institutions participating in A-share research activities last week, covering 117 stocks across 24 Shenwan primary industries, totaling 545 research instances [1] - A total of 32 stocks received intensive research from public fund institutions, with research instances not less than 5 times. Among these, 19 stocks were researched 5 to 9 times, while 13 stocks had research instances reaching or exceeding 10 times [1] - The leading focus of public fund research was on the electronic industry, particularly Lexin Technology, which attracted over 40% of public fund institutions, with a total of 66 research instances [1] Group 2 - Last week, 15 Shenwan primary industries received significant attention from public fund institutions, with research instances exceeding 5 times. The electronic industry was the most researched, with a total of 116 instances across 15 stocks, indicating strong interest from public fund institutions [2] - The mechanical equipment industry followed closely, with 83 research instances across 17 related stocks. The automotive and pharmaceutical industries also received considerable attention, with 71 and 57 research instances, respectively [2] - Current market conditions show a structural trend, with external factors causing volatility. Citic Securities suggests that the market is in a high emotional zone, while Zhongyin Securities believes that geopolitical risks have a controllable negative impact on A-share sentiment, and the market will return to a fundamental pricing model as long as conflicts do not escalate [2][3]