Entering October, A-share companies entered the disclosure period for the 2024 three-quarter report, and market capital's attention to the fundamentals of listed companies continued to heat up. A number of agencies said that after the recent sharp rise in the market, there have been twists and turns, and fundamentals may become the focus of the transaction. It is expected that companies and industries that reported better than expected results for the third quarter will become the main line in the market stage. Li Qiusuo, chief strategy analyst at CICC, suggests focusing on three main investment lines: one is a booming area where the three-quarter report may exceed expectations or improve month-on-month; second, segments where performance gradually recovers from the bottom of the cycle and has clear industry trends, such as TMT related industries such as semiconductors, consumer electronics, and communication equipment; and third, industries that have taken the lead in achieving supply-side clearance in a mild recovery environment, such as some upstream resources and traditional manufacturing.

Zhitongcaijing · 10/16 18:25
Entering October, A-share companies entered the disclosure period for the 2024 three-quarter report, and market capital's attention to the fundamentals of listed companies continued to heat up. A number of agencies said that after the recent sharp rise in the market, there have been twists and turns, and fundamentals may become the focus of the transaction. It is expected that companies and industries that reported better than expected results for the third quarter will become the main line in the market stage. Li Qiusuo, chief strategy analyst at CICC, suggests focusing on three main investment lines: one is a booming area where the three-quarter report may exceed expectations or improve month-on-month; second, segments where performance gradually recovers from the bottom of the cycle and has clear industry trends, such as TMT related industries such as semiconductors, consumer electronics, and communication equipment; and third, industries that have taken the lead in achieving supply-side clearance in a mild recovery environment, such as some upstream resources and traditional manufacturing.