港股跟随A股脚步上行

Core Views - The report anticipates that the A-share market is likely to continue a trend of oscillating upward in the near future, with no particularly clear main line among sectors [3][4][10] - The report emphasizes that leading companies in the new energy sector with core technological reserves should be considered for investment during dips, as they are expected to benefit from both valuation recovery and performance growth [4][10] Market Overview - On the day of the report, the A-share market opened lower but gradually rose, with the Shenzhen Component Index and the ChiNext Index both reaching new highs for the year [5][9] - The total trading volume across both markets was 23,767 billion, with the Shanghai Composite Index closing at 3,876.34 points, up 0.37% [6] Sector Analysis - The wind power equipment sector saw significant gains, driven by ongoing global demand for renewable energy and supportive government policies [7] - The robotics industry has also experienced substantial growth, with a reported increase of over 60% in related stocks since early January 2025, supported by strong internal growth momentum and favorable policies [8] Investment Strategy - The report suggests a diversified investment strategy, recommending holding quality companies with clear industry prospects, reducing exposure to sectors with excessive prior gains, and focusing on structural opportunities in technology, new energy, cyclical sectors, and brokerage firms during market corrections [4][10]