Guangda Securities: Short-term focus on opportunities for resource allocation

Guangda Securities research report indicates that in recent times, there have been significant changes in the Middle East situation, which have led to volatility in resource prices, potentially affecting the performance of equity market-related sectors. Currently, market volume is still in a recovery phase, and without sustained breakthroughs in volume, it is difficult for equity indices to show strong upward trends. With an increase in risk appetite, the market may experience volatile price movements. In the short term, there is optimism for resource allocation opportunities, while in the medium to long term, the main theme remains "dividend + technology" allocation.