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中文(ZH) 7月以来机构调研近540家上市公司

Institutions survey nearly 540 A-share companies in July for investment opportunities

In July, institutional investors intensified their research into A-share listed companies, with nearly 540 companies being surveyed. Over 110 of these companies anticipate a year-over-year increase in net profit for the first half of the year. Market analysts suggest that with policy support and ongoing technological advancements, market sentiment is expected to gradually recover. Specific attention is being given to the technology sector, with an emphasis on strategic investment timing, while the consumer sector is becoming increasingly attractive for allocation, and gold is also noted as a valuable investment opportunity. AI

RANK_REASON Article discusses market sentiment and investment strategies based on institutional research, rather than a specific event.

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Institutions survey nearly 540 A-share companies in July for investment opportunities

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Since July, institutions have surveyed nearly 540 listed companies

    7月A股上市公司2026年上半年业绩预告密集出炉,券商等市场重要机构对上市公司也加大调研力度,掘金绩优股机遇。Wind数据显示,截至7月23日发稿时,7月以来已有近540家上市公司接待机构调研,其中超110家公司预计上半年净利润同比增长,部分业绩高增标的获得机构密集关注。近期A股进入调整阶段,对于后市走势,业内人士认为,在政策支持以及科技产业趋势仍在发展的背景下,未来市场情绪或逐步修复。对于科技板块,需要在波浪式前进中把握投资节奏,消费板块开始逐步具备配置价值,此外进入“击球区”的黄金也值得关注。(中证报)