Securities firms take the pulse of the investment in the Year of the Horse: "Technology growth + Cyclical upturn" as the core theme.

Recently, more than ten institutions including Huatai Securities and Open Source Securities have held intensive meetings to discuss the strategy for the Spring of 2026, conducting in-depth analysis on macroeconomics, market trends, and asset allocation. According to incomplete statistics, 14 securities firms have already held meetings or announced their schedules, leading to a growing interest in the investment direction for 2026. Institutions generally believe that the market in 2026 will shift from liquidity-driven to profit-driven, with "technology growth + cyclical momentum" as the core theme for the year. High dividend and consumer recovery sectors can serve as stable core positions, while structural opportunities will play a key role in investments.