The half-year report market is becoming hot, and institutions are optimistic about investment opportunities in the new consumption and AI sectors

In July, as listed companies gradually disclosed their performance forecasts, the A-share semi-annual report market officially kicked off. Since last week, several companies, including DHEP, BROTHER, Chongqing Development, and Whirlpool, have seen their stock prices hit the daily limit before and after the disclosure of their semi-annual report performance forecasts. Among them, DHEP recently recorded "4 limit-ups in 5 days," driving the overall strength of the power sector. Several brokerages have recently released forward-looking reports on A-share semi-annual reports, believing that this year's semi-annual report market will still focus on structural opportunities. In the financial sector, the brokerage sector is expected to benefit from high market activity, with performance being more certain; in the non-financial sector, there may be unexpected opportunities in gold, new consumption, and AI infrastructure