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券商7月“金股”出炉高景气产业结构性机会受关注
Zhong Guo Zheng Quan Bao· 2025-07-01 21:04
Group 1 - Over 200 A-shares and Hong Kong stocks have been included in the July "golden stock" list by brokerages, with high attention on stocks like Kaiying Network, Zijin Mining, Huadian Technology, and Muyuan Foods [1][2] - Kaiying Network has been recommended by five brokerages, making it the most favored stock for July, with a stock price reaching 20.31 yuan per share, a new high in over nine years [1][2] - The performance of the June "golden stocks" was strong, with 61.40% of the 272 stocks achieving positive returns, and the median increase being 8.10% [3][4] Group 2 - The Hong Kong Stock Exchange has seen a significant increase of over 44% year-to-date, with its stock price reaching a three-year high [2] - Analysts suggest that the A-share market will maintain a volatile trend in July, with a focus on high-growth sectors and a "barbell" strategy for Hong Kong stocks [1][5] - Key sectors to watch include domestic technology innovation, advanced manufacturing, non-ferrous metals, and financial sectors benefiting from reforms and high dividends [5]