TechFlow News, June 28: According to a research report by Zhongtai Securities, the market is highly likely to maintain a clearly defined bottom and enter a consolidation phase over the next one to two weeks. Following major IPOs, as market uncertainty subsides and investor sentiment recovers, the market may stage a rally toward or beyond previous highs. Going forward, market leadership will continue to broaden within the technology sector rather than undergo a style rotation.
1. Technology focus areas: memory chips and semiconductor equipment; overseas AI computing infrastructure chain. Memory chips and semiconductor equipment represent the most certain direction at present.
2. Non-technology focus areas: new energy, AI-related new materials and minor metals, construction machinery, and securities firms. In the new energy sector, rising electricity demand driven by AI computing expansion and overseas expansion provide medium-term support. Regarding AI-related new materials, the price-increase spiral for copper-clad laminates (CCL) has already begun. Securities firms stand to benefit from IPO co-investment and heightened trading activity, offering intermittent opportunities. (Jinshi)
