You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中信建投:市場風格轉向大盤成長
中信建投研報指出,從行業升停數量來看,汽車零部件、綜合、化學制藥、化學制劑、半導體位居前五;從概念升停數量來看ST板塊、華為概念、人工智能、新能源汽車、消費電子概念位居前五。近期熱點邏輯上來看,房地產、消費電子、消費電子零部件及組裝板塊調整,新增半導體、公路鐵路運輸、軌交設備熱點。23年12月後,由於市場暫時處於信心不足的狀態,資金緊平衡,小盤股補跌,市場風格重新轉向大盤和價值。24年1月份以來,AI、智能車等熱點反覆活躍,帶動市場風格向小盤和成長轉變。24年3月後,受地緣政治等因素影響,市場風格轉向大盤成長。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account