Group 1 - A-shares are expected to show a "first oscillation, then upward" pattern in the second half of the year, with structural opportunities highlighted in technology growth (such as AI and innovative pharmaceuticals) and dividend assets [1][2] - The weak dollar trend, supportive capital market policies, and overall improvement in liquidity are anticipated to drive the upward movement of A-shares [1] - Analysts predict that A-shares will maintain a stable and upward trend, with a focus on technology and emerging consumption sectors as key investment highlights [1][2] Group 2 - Investment themes for the second half of the year are expected to focus on stable assets and growth-oriented technology assets, with high ROE and stable dividend rates in sectors like transportation, consumption, publishing, gaming, and non-ferrous metals [2] - The current market liquidity is favorable for technology and growth style investments, particularly in companies with core technological barriers and overseas channel capabilities [2] - Key opportunities include domestic consumption, technology growth in areas like AI and robotics, industries benefiting from cost improvements, sectors with structural opportunities from overseas expansion, and stable dividend stocks suitable for long-term holdings [2]
业内人士认为，A股下半年有望震荡向上 科技和红利资产将受青睐
Shen Zhen Shang Bao·2025-07-01 22:35