Fangzheng Securities: The market's oversold rebound has entered a critical phase, with differentiation playing out in technology and booming sectors
2026-08-09 18:27:05
According to CoinMeta, a research report from Founder Securities indicates that the market has entered a critical phase of rebound from excessive declines, with a divergence in performance among technology and cyclical sectors. There are three key areas to focus on for investment opportunities: First, in the technology sector, it is necessary to select stocks carefully. At the index level, the rebound from bottom for "dual innovation" stocks ( startups and innovative companies) has been around 10%, and there is still room for further improvement based on the typical rebound patterns seen in other sectors. After the earnings reports of certain companies in the US stock market, there have been some changes in the narrative surrounding competitive capital expenditures. Cloud services and healthy cash flows will be decisive factors. Therefore, there will be a proper balance between internal hardware and applications within these companies. It is important to pay attention to core overseas computing power targets with lower congestion, as well as domestic semiconductor equipment and materials with strong growth prospects. Second, pay attention to investment opportunities related to Halo assets. With weakened expectations of Federal Reserve interest rate hikes, in addition to core resources such as non-ferrous metals and chemicals, there is potential in newly rebounding old and new energy sectors, including power grid and electrical equipment, coal, and petrochemicals. Third, focus on leading pharmaceutical companies that are in a good cyclical position, have low congestion, and are experiencing less negative pressure.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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