[Brokerage Focus] Citic Securities is firmly bullish on the entire technology sector as a direction for future additional positions.
Golden Financial News | Citic Sec stated that the preferred investment sectors in the current technology industry are internet, software, and smart automobile. Since September 24th, the combination of policies has significantly improved market sentiment. The firm believes that the technology industry is a dual-role investment sector for offense and defense: 1) With policy expectations improving, the technology sector has strong valuation flexibility; 2) As policies related to data industry gradually take effect, it is expected to boost the performance flexibility and revenue expectations of AI-related companies in the future; 3) The technology sector will benefit in the long run from the productivity improvement driven by AI. The successful experience of the USA data intelligence industry chain is worth learning from for China, opening up TAM space; 4) Expectations of Fed rate cuts.
Trending Industry Today: CHINASOFT INT'L Leads Gains In Saas Stocks
Fangzheng Securities: Maintains a 'recommended' rating on Kingdee Int'l (00268), the business realization logic is strengthening.
Founder Securities expects kingdee int'l's total revenue for 2024-2026 to be 6.685/7.84/9.223 billion yuan.
Trending Industry Today: KINGDEE INT'L Leads Losses In Cloud Computing Stocks
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HK Stock Market News | kingdee int'l (00268) surged more than 11%, the company continues to promote cloud transformation, domestic macro recovery accelerates company growth.
kingdee int'l (00268) rose more than 11%, accumulated a rise of over 50% in the past four trading days. As of the time of writing, it has risen by 11.33%, reaching 10.02 Hong Kong dollars, with a turnover of 0.347 billion Hong Kong dollars.
