Open Source Securities pointed out in its latest research report that this week, the market experienced a round of adjustments. Although technology had a major counterattack on Thursday, it fell again on Friday, and market fluctuations increased significantly. This round of adjustments is not the end of technological trends; it is the concentrated release of short-term risks in a state of high prosperity, high valuation, and high congestion, and the market is trying to absorb valuations and congestion. Looking ahead to the future market, technology is still the main line. This round of adjustments is for a healthier start. Currently, technology is still the most attractive, and the margins of fundamentals are still improving. Among many sectors, the technology sector, represented by the Science and Technology Innovation Board and the GEM, still has a high relative performance advantage, and the boom is relatively scarce. After the phased rebalancing is over, the market will re-search for the next batch of directions that can take on risk appetite and at the same time have marginal improvements in fundamentals — technology re-screening.

Open Source Securities pointed out in its latest research report that this week, the market experienced a round of adjustments. Although technology had a major counterattack on Thursday, it fell again on Friday, and market fluctuations increased significantly. This round of adjustments is not the end of technological trends; it is the concentrated release of short-term risks in a state of high prosperity, high valuation, and high congestion, and the market is trying to absorb valuations and congestion. Looking ahead to the future market, technology is still the main line. This round of adjustments is for a healthier start. Currently, technology is still the most attractive, and the margins of fundamentals are still improving. Among many sectors, the technology sector, represented by the Science and Technology Innovation Board and the GEM, still has a high relative performance advantage, and the boom is relatively scarce. After the phased rebalancing is over, the market will re-search for the next batch of directions that can take on risk appetite and at the same time have marginal improvements in fundamentals — technology re-screening.