Huaxi Securities: Returning to a "slow bull" trend as global tech and AI markets resonate
Jinse Finance reported that a research report from Huaxi Securities pointed out that the market is returning to a "slow bull" trend, with a global resonance in technology and AI sectors. In the short term, risk appetite is expected to be boosted, and the "slow bull" trend in A-shares is likely to continue. Structurally, "big tech" remains the main theme in the medium to long term. Next week, A-share listed companies and major US tech giants will release their earnings reports intensively. Against the backdrop of an accelerating global AI arms race, the AI capital expenditure guidance from tech giants will become the focus, ushering in a resonance window period for global technology and AI markets.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
BoJ's Asada says must be mindful of expected effect of past rate increases on economy
Semafor: Some members of Nvidia's board favor appointing CFO Colette Kress as interim CEO
The 160 Threshold Under Threat Again! Yen Nears "Intervention Red Line," Tokyo May Spend Money Again to Rescue the Currency
The Japanese yen is approaching the 1 USD = 160 JPY level. Atsushi Mimura commented that the movement is "too fast." The US-Japan interest rate gap may widen further, and Japanese officials have hinted at being ready to intervene again.
Crypto prices
More
