CITIC Securities Optimistic About Tech Stock Rebound After Midterm Elections

CITIC Securities' research report points out that entering the second half of 2026, U.S. tech stocks will fluctuate around the high-frequency AI narrative, with the impact of bond CDS on stock prices increasing short-term market volatility. Since early October, the decline in U.S. semiconductor hardware has aligned with market trading logic, but macro liquidity pressures and uncertainties surrounding the midterm elections have suppressed the market. Recently, the clearing of major macro and industrial disturbance events, along with the return of the optimistic AI narrative, has enhanced the likelihood of a rebound in U.S. tech stocks after the midterm elections, suggesting a focus on semiconductor hardware as the primary investment direction.

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