Military Industry Stock and Huawei Concept Stock are active
Influenced by the news that the United States will exempt 110 kinds of medical equipment and electronic components from high tariffs on Chinese imports, the medical device concept stocks rose straight in the afternoon, Jiuan Medical (002432), Guangshengtang (300436) took the lead in rising and stopping, Zhende Medical (603301), Hejia (300273) and so on.
According to Pacific Securities Strategy Research, even if short-term small-cap stocks dominate, it is still recommended to buy core assets whenever callbacks occur. At the industry level, it is still recommended to allocate food and beverage, communication equipment, core semiconductor, agricultural products, insurance in finance, securities dealers and optional consumption, and to allocate precious metal plates in a reasonable position. Elasticity can revolve around overshoot growth such as communication semiconductor and military industry.