Gate News message, April 16 — Brokerage research focus in China has undergone three significant shifts since the beginning of 2026, according to Choice data. From January to April, institutional investor priorities shifted from a diversified, balanced approach in early 2026, to a concentrated focus on technology stocks in March, and back to defensive sectors in April.
Electric power equipment and machinery sectors have regained institutional attention in April, signaling a clear rotation pattern as institutions adjusted their portfolios in response to changing external conditions. The sequential switching of research themes reflects how market participants have recalibrated their sector positioning throughout the year.
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