CICC: Dikombinasikan dengan kinerja kuartal ketiga, kami akan fokus pada tiga lini investasi utama

Gate.io’s Gold Ten Data reported on October 15th that CICC’s research report believes that three investment themes should be followed based on the financial statements of the third quarter. The economic data in the third quarter weakened again compared to the second quarter. Investors are focusing on the trend of fundamental changes in listed companies and grasping the inflection point of fundamentals and the potential for recovery elasticity, which is an important investment strategy at the moment. Key points to follow during the disclosure of financial statements are as follows: 1) Industries with better-than-expected or improved performance in the third quarter. 2) Industries that gradually rebound from the bottom of the cycle and have clear industrial trends, such as the TMT-related industries of semiconductors, consumer electronics, and communication equipment. 3) Industries that achieve supply-side clearance in a moderately recovering environment, such as some upstream resources and traditional manufacturing fields.