Securities firms have released their June “gold stock” recommendations, with Wind data showing over 100 picks as of June 2. High-conviction selections include Yapopotassium International, Qingdao Beer, and Kaiying Network—companies that have drawn particular analyst interest. The strategy appears validated by May’s results: nearly half of last month’s broker-recommended stocks delivered positive returns, with top performers gaining over 45%.
Analysts anticipate June will see continued improvement in risk appetite, though with heightened short-term turbulence. The current environment features faster sector rotation and increased volatility, driven by mixed macroeconomic signals. Institutions suggest the market may gradually shift focus toward core assets, with quality growth stocks potentially regaining leadership after recent corrections.
Investment advisors advocate a dual approach: using high-dividend stocks as portfolio stabilizers while selectively allocating to growth and consumer sectors. This hybrid strategy aims to capitalize on China’s economic rebalancing, with particular attention to companies demonstrating pricing power and resilient cash flows. The emphasis on dividend assets reflects defensive positioning amid uncertain policy timelines, while maintained growth exposure prepares for potential stimulus-driven rallies.
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