On March 1st, the A-share market closed in February, and securities firms have successively released their layout strategies and investment portfolios for March. According to Wind data, as of February 28th, multiple securities firms including Hua’an Securities, Western Securities, Zhongtai Securities, and Kaiyuan Securities have announced their “gold stock” portfolios for March. Nearly 70 targets have been recommended, with higher “gold” content in industries such as automotive, electronics, mechanical equipment, and computer. Looking ahead to the market performance in March, industry insiders predict that the A-share market as a whole will show a high level with slight fluctuations. At the same time, as the peak period of annual report disclosure approaches, stocks with performance exceeding expectations are expected to experience valuation recovery. It is recommended that investors seize structural opportunities; In addition, AI computing power and application direction varieties, as well as infrastructure advantage varieties with strong seasonal effects, are also worth investors’ attention. (China Securities Journal)
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