Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.

① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.

cls.cnApr 1 23:31 ET

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.

cls.cnApr 1 20:22 ET

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnMar 31 20:46 ET

Investors Bullish On China's Hydrogen Sector; This SPAC IPO Likely To Benefit

BenzingaMar 31 09:26 ET

The prolonged battle to clear photovoltaic silicon materials escalates: after GCL TECH "throttles down", Tongwei Co.,Ltd introduces tens of billions in strategic investment.

① Polysilicon prices have been running at a long-term low, and Tongwei Co.,Ltd's subsidiary Yongxiang Co.,Ltd lost nearly 1 billion yuan in the first three quarters of last year; ② Leading photovoltaic companies are looking for new sources of revenue and cutting costs to deal with this round of Industry cycles.

cls.cnMar 28 10:37 ET

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.

cls.cnMar 26 21:24 ET