Huaxi Securities: Returning to a "slow bull" trend as global tech and AI markets resonate

Jinse Finance reported that a research report from Huaxi Securities pointed out that the market is returning to a "slow bull" trend, with a global resonance in technology and AI sectors. In the short term, risk appetite is expected to be boosted, and the "slow bull" trend in A-shares is likely to continue. Structurally, "big tech" remains the main theme in the medium to long term. Next week, A-share listed companies and major US tech giants will release their earnings reports intensively. Against the backdrop of an accelerating global AI arms race, the AI capital expenditure guidance from tech giants will become the focus, ushering in a resonance window period for global technology and AI markets.