New Energy
PulseAugur coverage of New Energy — every cluster mentioning New Energy across labs, papers, and developer communities, ranked by signal.
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China Galaxy Securities suggests tech rotation with defensive allocation
China Galaxy Securities recommends a balanced investment strategy, emphasizing a rotation between technology stocks and defensive assets. The firm suggests focusing on sectors poised for price increases and earnings rec…
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CITIC Securities touts AI and energy/chemical sector synergy
CITIC Securities suggests a "barbell strategy" combining AI with the energy and chemical sectors could be optimal this year. This approach, similar to previous AI-driven trends, is expected to create significant supply-…
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A-shares show mixed Q1 results, focus shifts to AI and energy sectors
A report from CITIC Securities indicates that while A-share company performance improved in the first quarter, sector-specific growth remains uneven. The analysis highlights a strong global tech stock rally driven by hi…