Huajin Securities: rebound into the middle and late stages, March tends to be volatile, and the structural market trend continues.
The core factors that have historically influenced the performance of A-shares (Chinese stocks traded on the mainland exchanges) in March include fundamentals, policies and external events, and liquidity.
released a research report stating that the rebound is entering the middle and late stages, with a tendency for volatility in March, and the structural market trend continues.
(1) From the perspective of fundamentals, the real estate sales may still be weak in March, but profits are likely to be on an upward trend.
(2) From the perspective of policies and external events, March overall leans towards positive.
(3) Liquidity is likely to remain loose in March.
The rebound enters the middle and late stages, with a tendency for volatility in March and the continuation of the structural market trend.
In March, it is recommended to continue balanced allocation of undervalued value and technology growth.
Risks include historical experiences may not necessarily apply to the future, policy changes that exceed expectations, and economic recovery falling short of expectations.
Related Articles

US Stock Market Move | Sandisk (SNDK.US) saw its stock rise by 14%, with a goal to achieve mid-to-high double-digit revenue growth in the fiscal years 2028 to 2030.

SanDisk (SNDK.US) releases long-term guidance for Deluxe Corporation: revenue growth in the mid to high double digits, gross margin around 80%, and FCF profit margin around 50%.

A-share Evening Highlights | Performance Reveals Strong Signals: Semiconductor Manufacturing International Corporation and Other Chip Giants Report Positive News
US Stock Market Move | Sandisk (SNDK.US) saw its stock rise by 14%, with a goal to achieve mid-to-high double-digit revenue growth in the fiscal years 2028 to 2030.

SanDisk (SNDK.US) releases long-term guidance for Deluxe Corporation: revenue growth in the mid to high double digits, gross margin around 80%, and FCF profit margin around 50%.

A-share Evening Highlights | Performance Reveals Strong Signals: Semiconductor Manufacturing International Corporation and Other Chip Giants Report Positive News

RECOMMEND





