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Goldman Sachs remains Bullish on the Chinese stock market! It strongly advocates overweighting China (Listed in Hong Kong and A-shares), as these Sectors are highly favored.
In the short term, people may focus again on high dividend/shareholder return assets, domestic demand, and safe-haven Gold assets. Consumer Analysts reaffirm their positive outlook on Kweichow Moutai and BUD APAC.
GTJA: Traditional home appliances embedded with AI large models improve human-machine interaction capabilities, looking forward to the company's layout in the direction of robotics.
This AWE focuses on the theme of "AI Technology, AI Life," emphasizing AI as the key term. Not only are traditional products embedded with large models to enhance human-computer interaction capabilities, but there are also quick iterations of new small products. In addition, large groups are increasingly comprehensive in their layout, looking forward to enterprises focusing on the direction of Siasun Robot&Automation.
Express News | Hangzhou Robam Appliances made its debut at AWE2025 with the AI cooking model 'God of Food'.
Express News | HSBC: Upgraded Hangzhou Robam Appliances to Buy, with a Target Price of 28 yuan.
Morgan Stanley: It is expected that investors will refocus on White Appliances before the earnings season and hold an optimistic attitude towards the Sportswear Industry.
Morgan Stanley believes that mainland investors are becoming more optimistic due to signs of Consumer recovery, such as second-hand housing sales in first-tier cities exceeding expectations and prices stabilizing, as well as attractive valuations in certain sub-industries.
GTJA: The real estate sector is anchored on a stable course combined with a new round of national subsidies, and leading kitchen appliance manufacturers are expected to welcome a second breakthrough opportunity.
As a Sector in the kitchen appliance industry that follows the real estate cycle, after several years of weak demand, the industry landscape is welcoming structural optimization.