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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.
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.
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.
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.
Hong Kong stocks movement | Dining stocks mostly rose in the morning as the State Council executive meeting discussed measures to boost consumer-related work. Focus on the sector's terminal demand recovering.
Most Dining stocks rose in the morning session. As of the time of writing, JIUMAOJIU (09922) increased by 8.33%, reporting at 3.12 Hong Kong dollars; Hailunsi (09869) rose by 5.26%, reporting at 2.2 Hong Kong dollars; Xiaocaiyuan (00999) increased by 4.21%, reporting at 10.16 Hong Kong dollars; XIABUXIABU (00520) rose by 2.15%, reporting at 0.95 Hong Kong dollars.
Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
