UBS's latest research report maintains the “attractive” view of A-shares, believing that the recent weakening of the market has improved risk return and has not substantially changed its positive judgment on profit prospects. The rise in US bond yields and the resurgence of geopolitical concerns. Although some technology stocks and materials stocks have been suppressed, the impact on fundamentals has been limited so far. The 2027 profit forecast for the Shanghai and Shenzhen 300 information technology sector continued to improve, boosting UBS's confidence before the third quarter earnings season. In terms of configuration, UBS favors selected leading technology and advanced manufacturing companies, innovative healthcare companies, and globally competitive exporters, while also optimistic about high-quality dividend payers, especially large Chinese banks.

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