Since September, more than a thousand listed companies have been surveyed by institutions, and investment opportunities in three major industries have been favored.
Wind data shows that as of September 16th, since September, more than 1100 A-share listed companies have received institutional research, showing a significant increase compared to the previous period. In terms of stock performance, over half of the listed companies have achieved positive returns since September; in terms of industry distribution, listed companies in the machinery equipment, electronics, and basic chemical industries have attracted more institutional attention.
Regarding future investment, the robotics sector in the machinery equipment industry has received high attention from institutions and the market, and investment opportunities in sub-sectors such as agile hands are worth considering. In the electronics industry, it is suggested to focus on the domestic computing power industry chain, while in the basic chemical industry, it is recommended to focus on sectors with greater supply elasticity, such as organosilicon.
Latest