如何挖掘中报行情

Group 1 - The core viewpoint emphasizes the importance of focusing on high-growth performance and sectors with strong industry momentum during the A-share mid-year report season [1][2] - Companies with significant earnings growth exceeding industry averages and those with low or mid valuations are expected to attract more investment [1][2] - Historical data suggests that sectors performing well in mid-year reports tend to yield excess returns, particularly in July and August [2][3] Group 2 - The AI industry is highlighted as a key growth area, with technology sectors such as electronics, chemicals, automotive, and pharmaceuticals showing positive earnings forecasts [3] - Companies benefiting from AI development, particularly in communications and electronics, are expected to see continued demand for computing power [3] - The report suggests that sectors like power equipment and steel, driven by supply-side logic, are also worth monitoring for potential investment opportunities [3]