Group 1 - The core viewpoint emphasizes capturing high-growth alpha from mid-year reports and focusing on the auxiliary driving and financial IT sectors [2][3] - The market is beginning to pay attention to key companies' performance in the first half of the year as the mid-year report forecast window approaches [2] - The auxiliary driving sector is experiencing marginal changes, highlighted by significant developments from Tesla and Xiaomi in their autonomous driving initiatives [2] Group 2 - Continuous focus on investment opportunities in financial IT is recommended, particularly in light of recent regulatory changes and innovations in the sector [4] - The upgrade of existing securities trading licenses to include virtual asset trading services by Guotai Junan International and the Hong Kong government's new digital asset development policy are notable developments [4] - Expectations of financial innovation and liquidity easing are likely to drive the financial IT sector's upward trend [4]
【兴证计算机】证券IT：下游景气持续修复，Web3.0金融创新加速
兴业计算机团队·2025-06-29 11:41