CITIC Securities: The market has begun a new phase of thematic brewing, recommending "anti-involution," AI computing power, semiconductors, and short drama themes

智通財經
2025.10.28 05:42
中信證券研報認為，市場風格維持高位震盪，仍圍繞科技主線博弈，AI 算力板塊交易情緒高漲。從催化因素和時序上看，當下處於三季報業績密集披露期，“反內卷”、AI 算力、半導體、短劇等方向的主題熱情有望延續。結合市場環境、催化因素以及綜合量化指標研判，建議關注上述四大主題方向。市場開始新的主題醖釀階段，聚焦敍事、事件、業績高確定性主題，推薦 “反內卷”、AI 算力、半導體及短劇主題。
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