---
title: "Securities firms' mid-term strategy meetings are intensively voicing: China's asset revaluation continues, optimistic about the technology main line"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/243168911.md"
description: "The brokerage mid-term strategy meeting was held in Shanghai, attracting numerous investors from HTSC and Guotai Junan Securities. Analysts believe that the A-share market will continue to repair its valuation in the second half of the year, with the technology sector favored. At the same time, the Hong Kong stock market is also expected to perform well, especially the technology sector, which may benefit from the development of the AI industry. Several brokerages, such as CITIC Securities and Industrial Securities, have also recently held or plan to hold strategy meetings"
datetime: "2025-06-04T22:43:46.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/243168911.md)
  - [en](https://longbridge.com/en/news/243168911.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/243168911.md)
generator: "portal-rs"
---

# Securities firms' mid-term strategy meetings are intensively voicing: China's asset revaluation continues, optimistic about the technology main line

The brokerage firms' mid-term strategy conference for 2025 has kicked off. Yesterday, Huatai Securities and Guotai Junan Securities simultaneously held strategy meetings in Shanghai, attracting a large number of investors. From the content of the strategy meetings, brokerages generally have a positive outlook on the A-share market in the second half of this year, believing that the valuation repair of Chinese assets is still ongoing, with the technology sector being favored. In addition, many brokerages mentioned that they remain optimistic about the performance of Hong Kong stocks in the second half of the year, with the Hong Kong technology sector likely to benefit from the current AI (artificial intelligence) industry narrative. Furthermore, firms including CITIC Securities, Industrial Bank Securities, Founder Securities, and Changjiang Securities have also held or are about to hold mid-term strategy meetings recently. (Securities Times)

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**