A-share market correction triggers expectations of style switch, securities firms upgrade ratings of over ten individual stocks intensively.
On Monday, the A-share market saw a pullback, with discussions on the "World Cup effect" and market style shifting gaining popularity. Many securities analysts quickly interpreted the market, with some views attributing the high degree of crowding in technology stocks as the underlying cause of this adjustment, while others suggested shifting investment focus from the "silicon-based" track to the "carbon-based" track. In addition, there has been a high level of attention on securities analysts recently updating research reports and viewpoints on listed companies. Data shows that more than ten listed companies have received upgrades, concentrated in the fields of OLED, semiconductor, and new energy support, with the main logic being high industry prosperity and voluminous new business; at the same time, many listed companies have had their ratings downgraded, generally due to short-term performance falling below expectations and uncertainties in downstream demand.
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