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2025-09-15 09:01:19
[Huatai Securities: A-share target selection moderately returns to cost-effectiveness and prosperity] On September 15, Huatai Securities Research Report stated that last week, A-shares turned up after briefly digesting the pressure of profit-taking, setting a new stage high. Trading activity is the focus of investors. Domestic funds continue to be active, and the trend of switching from small-cap to large-cap has weakened but has not reversed. The characteristics of focusing on industrial trends are still obvious, but there are signs of loosening of the group. At present, a relatively high position can be maintained, but in the selection of individual stocks, a moderate return to cost-effectiveness and prosperity targets is needed. Focus on domestic computing power chains, innovative drugs, robots, chemicals, batteries and mass consumer leaders
