Lates News

Galaxy Securities of China believes that in the long run, the trend of A-shares market will still reflect the connotation of "me-first" and is expected to demonstrate greater resilience. In terms of allocation, it is recommended to focus on three main directions: Firstly, the external environment is becoming more uncertain, and sectors with relatively strong earnings certainty and stable dividend returns possess defensive attributes. Secondly, in the A-share market, the logic of "technology narrative" is clear, and it is suggested to pay attention to the catalytic opportunities of upcoming industry trends. Lastly, focus on the allocation opportunities in the consumer sector, as policy intensively supports the expansion and improvement of services consumption and boosts the market recovery.