Jinshi Data News on October 13th, Haitong Strategy Research Report stated that since September 24th, the A-shares have risen considerably. With the cooling down of trading volume, the market may have entered a volatile stage, and the follow-up depends on the degree of fiscal efforts. Referring to the oscillation period after the first pump at the bottom of history, good fundamentals, small previous gains, and defensive zones are more resilient. Structurally, technology and high-end manufacturing may be the mid-term main line, specifically following technology manufacturing with better fundamentals and high-end manufacturing with both supply and demand advantages.
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HT Strategy: Structurally, technology and high-end manufacturing may be the main theme in the medium term.
Jinshi Data News on October 13th, Haitong Strategy Research Report stated that since September 24th, the A-shares have risen considerably. With the cooling down of trading volume, the market may have entered a volatile stage, and the follow-up depends on the degree of fiscal efforts. Referring to the oscillation period after the first pump at the bottom of history, good fundamentals, small previous gains, and defensive zones are more resilient. Structurally, technology and high-end manufacturing may be the mid-term main line, specifically following technology manufacturing with better fundamentals and high-end manufacturing with both supply and demand advantages.