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The pattern of "weak performance of the technology stocks" in the Hong Kong stock market is intensifying. What direction will the market take next?
① Currently, the profit growth of Hong Kong stocks mainly relies on the optimization of profit margins in the Technology Sector rather than revenue expansion. Does this imply that the foundation for sustained market growth in the future is relatively weak? ② For the "Adjustment of Technology Positions + Dividend Hedging" strategy proposed by CICC, how should investors balance the conflict between short-term volatility defense and long-term strategy adherence?
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
Track the entire lifecycle of the main Sector.
Jefferies Adjusts Sunny Optical Technology (Group) Company's Price Target to HK$85 From HK$90, Keeps at Hold
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
[Brokerage Focus] Zhuhai International maintains a Buy rating on SUNNY OPTICAL (02382). In the long term, it is expected to benefit from growth opportunities in AI mobile phone upgrades and other businesses.
Jinwu Finance News | Zhaoyin International's Research Reports indicate that SUNNY OPTICAL (02382) expects a 21%/146% year-on-year growth in revenue/net income for 2024, which is consistent with the previous profit warning, benefiting from strong growth in all segments and improved gross margin due to better product structure. However, yesterday the stock price fell 10% following the Large Cap index, which the bank believes is due to the company's shipment guidance for mobile module HCM/mobile lens HLS/Onboard Camera VLS being below market expectations (year-on-year +5-10%/+5%/+15-20%). However, the bank believes that the reason for slow shipment growth is due to the company's growth since last year.
