Hidden mysteries lie beneath the low volume, and the divergence in the CSI Consumer 360 index is deepening. Which directions are expected to take the lead in driving growth?

Track the entire lifecycle of the main Sector.

cls.cn21:22 ET

Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.

In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.

cls.cnApr 17 20:23 ET

Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.

As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.

cls.cnApr 16 20:31 ET

As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.

① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.

cls.cnApr 15 22:25 ET

Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.

In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.

cls.cnApr 15 20:19 ET

Brokerage morning meeting highlights: The short-term bottom of the A-shares has already formed, looking for structural opportunities amid fluctuations.

At today's Brokerage morning meeting, Everbright believes that the market may mainly feature structural trends and hot sector rotations; Sinolink stated that they remain Bullish on the growth potential of Innovative Drugs companies in the Hong Kong and A shares markets; Galaxy Securities indicated that a short-term bottom in A shares has already formed and is seeking structural opportunities amidst the fluctuations.

cls.cnApr 14 20:14 ET