CITIC Securities Sees Potential US Tech Rebound After Midterms, Favors Semiconductor Stocks.
The firm says recent semiconductor selling was driven more by liquidity pressures and election uncertainty than weakening AI optimism.
Semiconductor hardware is its preferred exposure.
CITIC also favours oil, copper, gold, coal and electrolytic aluminium.
$SKHY $NVDA $KORU
The firm says recent semiconductor selling was driven more by liquidity pressures and election uncertainty than weakening AI optimism.
Semiconductor hardware is its preferred exposure.
CITIC also favours oil, copper, gold, coal and electrolytic aluminium.
$SKHY $NVDA $KORU