vortexarcade|中信建投：科技方向有望迎来一定交易性机会

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Citic Construction Investment: the direction of science and technology is expected to usher in certain trading opportunities Securities Times e company newsVortexarcadeCitic Construction Investment Securities Research News believes thatVortexarcadeMarket sentiment has warmed up recently, but the plate is still rotating rapidly. The resilient performance focuses on the export chain benefiting from the pick-up in external demand and the sea of rising prices.Vortexarcade.Vortexarcade..

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Citic construction investment: the direction of science and technology is expected to usher in a certain trading opportunity securities times e company news, Citic construction investment securities research newspaper believes that the recent market sentiment has warmed up, but the plate is still rotating rapidly. The resilient performance focuses on export chains benefiting from a pick-up in external demand, overseas pricing cycles with rising prices, some technological segments such as AI / Huawei chain, and domestic travel chains. Recently, the market has rapidly rotated in the upward direction around the performance exceeding expectations, and it is expected that the dividend is still the first choice under the background of the subsequent real estate debt pressure and the continued upward interest rate on US Treasuries. however, the technology direction of full pullback and optimistic overseas guidance is expected to usher in certain trading opportunities, and the dividend market is not finished in the medium to long term from the perspective of allocation, valuation, trading, fundamentals, etc.