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.
In a volatile market, hotspots maintain rapid rotation, and the logic of price increases is receiving more attention from the market.
Yesterday, the market continued to fluctuate and adjust. Although the final drop in the Index was not significant, the ongoing shrinkage in trading volume resulted in a continued decline in short-term sentiment, with over 80 stocks still falling more than 9% yesterday.
Brokerage morning meeting highlights: The points of general Consumer are gradually increasing, focusing on high cost-performance directions.
In today's Brokerage morning meeting, HTSC suggested that the highlights of the Consumer sector are gradually increasing, recommending the selection of high cost-performance directions; China International Capital Corporation believes that with the MLF restarting net injection after 8 months, it may imply a decrease in the probability of short-term reserve requirement cuts; China Securities Co.,Ltd. indicated that the Hardware and Software of the AI Industry Chain resonate simultaneously and recommends paying attention to the ongoing changes in the AI industry.
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Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
Track the entire lifecycle of the main Sector.
The Shanghai Auto Show will be held in April, the Bullish automotive consumption policies continue, and these Concept stocks frequently receive research.
The 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will be held from April 23 to May 2.