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The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
Track the entire lifecycle of the main Sector.
Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.
At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.
China Galaxy Securities: New energy installations exceed thermal power, and the decline in thermal power generation is expanding.
During the interest rate down cycle, hydropower and Nuclear Power, which have strong dividend attributes, possess long-term allocation value, while Nuclear Power also has high long-term growth potential.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.