Grasping the fundamentals to seize market opportunities, two sectors are most favored by institutions

According to Wind data, as of April 14, more than 120 A-share companies have disclosed their performance reports or forecasts for the first quarter of 2026, with the vast majority of companies reporting positive results. Many high-growth companies with validated fundamentals have been favored by market funds, leading to a recent surge in stock prices. Industry institutions believe that with a large-scale disclosure of quarterly and annual reports by listed companies in April, funds are now more focused on whether performance is being realized, and the pricing weight of profit factors has significantly increased. From the perspective of industry layout, investors should pay attention to sectors such as optical communication and energy metals. (China Securities Network)