Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.

In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.

cls.cnMar 24 19:55 ET

How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.

Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.

cls.cnMar 17 21:18 ET

The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.

Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.

cls.cnMar 16 21:25 ET

Brokerage morning meeting highlights: The special plan to promote consumption has been implemented, bullish on the opportunity for consumer revaluation.

At today's Brokerage morning meeting, HTSC stated that the special plan to promote Consumer spending is being implemented, and they are Bullish about the opportunities in Consumer reevaluation; GTJA believes that Consumer expectations are Diffusing, highlighting the growth value of Snack Food; China Securities Co.,Ltd. pointed out the importance of focusing on the direction of first-quarter report prosperity, with "AI+" remaining the core main line in the medium term.

cls.cnMar 16 20:05 ET

Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.

At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.

cls.cnMar 12 20:25 ET

Are consumers of gold jewelry becoming desensitized to high gold prices?

① The impact of rising gold prices on consumers' purchase of Gold Trinkets seems to have changed. Recently, reporters inquired frontline personnel engaged in Gold Trinket wholesale and brand retail in Shanghai's Yuyuan about the situation, and the sales of Gold Trinkets have been booming; ② Some consumers believe that gold retains value better and is expected to increase in price in the future, providing an opportunity to offset the premium of Gold Jewelry; ③ The sales performance in gold stores may be able to break away from the trend observed since the first quarter of last year.

cls.cnFeb 11 00:59 ET