港股通消费

Search documents
金融工程定期报告:类似于2020年8月底还是9月初?
Guotou Securities· 2025-10-12 06:46
- The report highlights the "industry rotation model" which suggests focusing on sectors such as dividend low volatility, building materials, Hong Kong Stock Connect consumer, medical, non-ferrous metals, brokerage, and media[2][8][15] - The industry rotation model is constructed based on signals derived from sector performance, crowding metrics, and market trends. It identifies sectors with potential trading opportunities by analyzing ETF benchmark indices and their performance in terms of volume, price movement, and technical indicators[15] - Specific signals from the industry rotation model include opportunities in sectors like CSI Red Dividend Low Volatility 100, CSI Red Dividend, Shanghai Composite Index, and others. These signals are based on factors such as strong oscillation trends, volume increase, and crossing multiple moving averages[15]