三月行情展望
Changjiang Securities·2026-03-01 08:18
- The report reviews the elasticity of various industry indices since the beginning of the current bull market, highlighting that sectors like telecommunications and metal materials have not yet surpassed their previous highs from late January and early February, while indices like Wind All A and Wind All A Equal Weight have reached new highs by the end of February[7] - The report provides a detailed table showing the maximum range increase of primary industry indices from February 5, 2024, to February 27, 2026, with telecommunications business and metal materials & mining leading the gains with 218% and 217% respectively[8] - The report discusses the performance of strong stocks in February, noting that due to fewer trading days and the impact of the Spring Festival, the overall height of strong stocks was not high, and the hotspots were scattered, with rare metals entering a stage of accelerated shrinkage[11]