On April 5th, Zhang Chi, Chief Strategy Analyst of Guojin Securities, pointed out in the latest report released on April 5th that, combined with the recent situation of A-shares, the market style will lean towards the logic of “bottom profit” in the next quarter, and it is recommended that investors adopt the allocation strategy of “switching from small and medium-sized growth style to large cap value defense”. Small and medium-sized growth stocks may face periodic adjustments under the dual disturbance of numerator (profitability) and denominator (valuation). In addition, under the catalysis of industrial logic, there are still structural opportunities in the technology growth sector. However, investors need to select sub sectors with industry policy support, such as semiconductor equipment, AI computing power, etc.
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