1proulette| Haitong Securities: Focus on mid-to-high-end manufacturing with better fundamentals

2024-05-26

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1proulette| Haitong Securities: Focus on mid-to-high-end manufacturing with better fundamentals

Every AI newsletter, Haitong Securities pointed out that since the beginning of this year, the market has had a strong impact on mid-to-high-end manufacturing.1prouletteThe attention of the company continues to increase, driving1prouletteRelevant sectors took the lead in launching a wave of repair markets. At present, the overall attention of the mid-to-high-end manufacturing sector is still within a reasonable range. The congestion level of most sectors is still not high, and the excess returns of the mid-to-high-end manufacturing sectors have converged since the end of March. However, from the perspective of institutional positions, the positions of institutional investors in the mid-to-high-end manufacturing sector are currently at historically high levels, and there is some division within the sector. In the short term, the market may be in the process of resting and gaining momentum, and mid-to-high-end manufacturing with better fundamentals in the medium term may become the main line.