Core Viewpoint - A-shares are expected to experience a "first oscillation, then upward" trend in the second half of the year, with structural opportunities highlighted in technology growth and dividend assets [1][2][3] Market Outlook - Analysts predict that the A-share market will see a continuous upward adjustment in the second half, driven by a weak dollar trend, supportive capital market policies, and improved liquidity [2] - The market is expected to present a "stable index, structural bull" scenario, with significant opportunities for value re-evaluation in technology and emerging consumption sectors [2] - The overall liquidity environment is anticipated to improve, supporting a gradual recovery in the market's fundamentals [3] Investment Opportunities - Key sectors expected to perform well include stable assets and growth-oriented technology assets, with a focus on transportation, consumer goods, publishing, gaming, and high ROE sectors [4] - Growth assets are likely to center around military industry, pharmaceuticals, communications, gaming, and AI technologies [4] - Specific investment opportunities include domestic consumption sectors, technology growth in AI and robotics, and industries benefiting from cost improvements [5] Analyst Recommendations - Analysts suggest focusing on five areas: domestic consumption, technology growth, cost-improved industries, structural opportunities from overseas expansion, and stable dividend-paying assets [5] - Emphasis is placed on technology sectors marked by innovation and strategic significance, as well as consumer services and new consumption trends [5]
A股下半年怎么走？业内认为有望震荡向上 ，科技和红利资产将受青睐
Shen Zhen Shang Bao·2025-07-01 09:08