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2025-12-14 20:27:16
CITIC Securities released a research report stating that after a prolonged period of adjustment from early September to early December, both the A-share and H-share markets experienced a period of caution among investors. Recent key events and data releases have generally met or slightly exceeded market expectations. CITIC Securities believes the underlying logic of the bull market remains intact, primarily driven by structural market trends and capital market reform policies. The market has largely completed its adjustment, and fund rankings are mostly finalized, suggesting a new wave of market activity is likely to begin at the end of the year. In terms of medium-term sector allocation, the report recommends focusing on non-ferrous metals and AI computing power, with themes primarily focused on commercial aerospace, supplemented by controlled nuclear fusion and humanoid robots. Hong Kong stocks also present investment opportunities, with potential hot sectors including internet giants and innovative drugs. The report suggests focusing on non-ferrous metals, commercial aerospace, AI, humanoid robots, controlled nuclear fusion, innovative drugs, and non-bank financial institutions.
