gamecryptoaxie| Huajin Securities: TMT may still have allocation opportunities in the short term

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[Huajin Securitiesgamecryptoaxie: TMT may still have allocation opportunities in the short term] Securities Times e Company News, Huajin Securities Research News pointed out that in the history of the resumption, the TMT market during the short performance window period from May to June is mainly driven by policies and industry catalysis and liquidity, and in July it is affected by fundamentals and policies. Currently, TMTgamecryptoaxie...

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[Huajin Securities: TMT may still have allocation opportunities in the short term] Securities Times e Company News, Huajin Securities Research News pointed out that in the history of the resumption, the TMT market during the performance window period from May to June was mainly driven by policies and industry catalysis, and liquidity. July was greatly influenced by fundamentals and policies. Currently, TMT may still have configuration opportunities in the short term. Compared with the resumption, at present: (1) The development of new productive forces, the catalysis of overseas industries, and the maintenance of loose domestic liquidity may still have allocation opportunities for TMT from May to June. First, in terms of policies and industrial catalysis, June may continue to appear: first, in terms of domestic policies, before the Third Plenary Session of the Central Committee of the Communist Party of China in July, related policies such as scientific and technological innovation may continue to be introduced and implemented; second, in terms of industrial catalysis, the average profit growth rate of the seven major overseas technology giants in the first quarter was as high as 78.2%, and new products such as iterative updates of overseas AI large models, AI mobile phones and AIPCs may all accelerate. Second, in terms of liquidity, remain loose. (2) Expectations of economic recovery and the possible rebound in TMT's mid-term performance, and catalytic scientific and technological innovation policies give TMT a certain allocation opportunity in July. First, in terms of economic and profit fundamentals, the economy may continue to recover in July, and TMT's mid-term performance may rebound. Second, in terms of policy, the July Political Bureau meeting and the Third Plenary Session of the CPC Central Committee may further highlight policies such as scientific and technological innovation.

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