On May 6th, after the May Day holiday, A-shares ushered in the first trading day of May. Currently, many securities firms have launched their latest monthly investment portfolios before the market opens, and the recommended targets and investment strategies are highly valued by investors. Data shows that as of May 5th, 21 securities firms have released their monthly “gold stock” portfolios, with a total of 167 targets being favored by securities firms. Consumer and technology targets such as Haida Group, L’Oreal, Dongpeng Beverages, Zhaoyi Innovation, and Kaiying Network have the highest recommendation frequency. From the overall industry distribution, the targets recommended by securities firms are densely distributed in industries such as computer, electronics, automotive, pharmaceutical and biological, and mechanical equipment. Looking ahead to the performance of the A-share market in May, many industry insiders believe that A-shares are likely to fluctuate within a certain range, and the market is expected to show a trend of volatile recovery, with a focus on structural trends and a return to technological growth in style; In terms of allocation, domestic consumption and technological growth continue to be the key allocation directions worth paying attention to. Dividend assets, as defensive assets to cope with shocks, still have some allocation space. If there is an adjustment in “safe assets” such as gold, it may constitute a good mid-term layout opportunity. (China Securities Journal)
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