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small-cap technology stocks surged in early trading.

in the morning trading today, the shanghai composite index once again fell below the 2,700 point mark, and then rose sharply, closing up 0.59% in the morning. small-cap technology stocks set off a daily limit surge, with qi tian technology and yin zhi jie hitting the daily limit of 20cm, and many theme stocks such as great wall electric, guohua network security, and hytera hitting the daily limit.

on the news front, the u.s. federal reserve announced on the 18th that it would lower the target range of the federal funds rate by 50 basis points to a level between 4.75% and 5.00%. this is the first rate cut by the fed since march 2020, and it also marks a shift from a monetary policy tightening cycle to an easing cycle. some institutions believe that the fed's rate cut will be beneficial to the performance of technology growth stocks, and the resilience of small-cap stocks is expected to be highlighted.

what do institutions think?

the fed still expects a rate cut in the future. the fed's latest interest rate dot plot shows that compared with the dot plot released by the fed in june this year, the fed officials' expectations for rate cuts in the past three years have increased significantly. based on the median expectation, fed officials expect that after this rate cut, there will be a total rate cut of 50 basis points this year, which means a total rate cut of 100 basis points this year.

ping an securities believes that for emerging markets, emerging market assets may become more attractive under the fed's interest rate cuts. the fed has started to cut interest rates, and the global financing environment may continue to relax in the coming months, which will help emerging market central banks restart or continue their easing policies. at the same time, the lower risk-free interest rates in developed countries will also reduce the external borrowing costs of emerging market issuers, thereby reducing refinancing risks and improving debt sustainability. the easing cycle will prompt asset allocators to increase their risk exposure to emerging markets, and the attractiveness of emerging market assets is expected to increase.

guojin securities said that considering the possible change in market style, it is recommended to focus on growth and consumption areas, especially small and medium-sized growth and consumption companies. for example, industries such as electronics, auto parts, computers, national defense and military industry, and pharmaceuticals and biology are in the growth field, while food and beverage, social services, medical beauty, and light manufacturing are the focus of the consumption field.

the secrets of oversold high-growth small-cap technology stocks revealed

securities times databao has compiled statistics on oversold high-growth small-cap technology stocks. these stocks may have greater elasticity. the screening criteria include: ratings from more than five institutions; a year-to-date decline of more than 30%; institutions unanimously predict that net profit growth rates will exceed 30% this year, next year, and in 2026; and market capitalization of less than 5 billion yuan. after a rough screening from the perspective of industry and concept, a total of 52 stocks were selected.

from a market value perspective,zhiyuan internetthe company ranked the lowest with a market value of 1.416 billion yuan. the company is a leading collaborative management software provider, integrating the design, development, sales and service of collaborative management products. it focuses on the field of enterprise-level management software and provides customers with collaborative management software products, solutions, collaborative management platforms and cloud services. in addition, the market value of biyiwei, yinghantong, ruihuatai, minxin shares, delong laser and other stocks is less than 2 billion yuan.

some stocks are full of scientific content.transwarp technology-u, xinhai technology, zhenlei technology, everbright huaxin, nsfocus technologythe proportion of r&d expenditure of other stocks in revenue last year exceeded 40%. among them, transwarp technology-u ranked first with a r&d intensity of nearly 50% last year. the company is committed to building enterprise-level big data and artificial intelligence basic software, and provides basic software and services around the entire life cycle of data, including data integration, storage, governance, modeling, analysis, mining and circulation.

the average net profit growth rate of 20 stocks in the past three years exceeded 100%

in terms of future growth,anheng information, everlight huaxin, jingfeng mingyuan20 stock institutions unanimously predicted that the average net profit growth rate this year, next year and 2026 will exceed 100%. among them, anheng information agency predicts that the average net profit growth rate ranks first. the company's main business is the research and development, production and sales of network information security products, and provides customers with professional network information security services.

some individual stocks have also gained the favor of institutional funds.highpower technology, longxun technology, jingye intelligent, zhongrong electricthe semi-annual reports of stocks such as zhenlei technology, sunshine novo and aerospace hongtu have all been heavily invested by social security funds, accounting for 3% of the total; stocks such as zhenlei technology, sunshine novo and aerospace hongtu have been heavily invested by insurance funds, accounting for more than 3% of the total.haopeng technology, zhongrong electric, shengong shares and others received heavy holdings from both insurance funds and social security.