Group 1 - The market is expected to shift focus towards new scenarios as the mid-year earnings forecast season comes to an end [21] - Structural differentiation in the A-share market is deepening, with new sectors showing strong capital support while traditional sectors remain weak [21] - Key sectors to watch include electronics, communications, pharmaceuticals, non-ferrous metals, new consumption, gaming, non-bank financials, steel, and transportation [21] Group 2 - Long-term investment opportunities are anticipated in upstream resource products (copper, aluminum, oil), intermediate products (steel), and capital goods (engineering machinery, heavy trucks) due to rising demand for physical assets [21] - The consumption sector is highlighted, with a focus on the importance of volume over price in areas such as hotel dining, tourism, leisure, brand apparel, and specialty chains [21] - The A-share market is expected to show slight upward fluctuations in July, with a focus on breakthrough opportunities in technology-related fields (semiconductors, components, gaming) and dividend sectors related to long-term capital inflows [21]
盘前必读丨7月LPR今日公布；宇树科技开启上市辅导
Di Yi Cai Jing·2025-07-21 00:02