Core driving force remains solid, five major securities firms analyze opportunities for A-shares in the second half of the year.

As we enter the midpoint of the year, major securities firms have successively released their analysis of the A-share market trend for the second half of the year. This information has become an important reference for investors to prepare and seize market opportunities in advance. Recently, many top securities firms such as Guotai Junan, Citic Securities, CICC, Huatai Securities, and CSC Financial have released their mid-year A-share strategy reports for 2026, which have been highly valued by the market. According to these securities firms, the core driving force that is currently driving the market rally and the revaluation of Chinese assets has not fundamentally shaken. The overall market valuation is reasonable, but caution is needed for sectors with high valuations. As for the AI theme, the current global AI revolution is in a stage of continued expansion rather than full-fledged speculation. In terms of future layout, emerging technology, advantageous manufacturing, and some traditional industries with potential for valuation recovery are worth paying attention to. Varieties such as communication equipment, high-end equipment, power equipment, new energy, engineering machinery, and innovative medicine are favored.