The Huatai Securities Research Report pointed out that the core contradiction in the current technology market is whether its trading floor has been completed. Huatai Securities believes that it is closer to the “beginning of the transaction” at this stage. The support for judgment mainly comes from: 1. There is enough room for adjustment, and the main line has retracted to an overfall range in the typical highly flexible direction; 2. Domestic and foreign leveraged trading funds have been cleared to a certain extent, and leveraged capital has also contracted from an extreme position; 3. However, the market's selling and selling pressure is still strong recently, and has not yet formed a major trend. incremental. The key window for a trending rebound is in late August. At that time, the interim report, Nvidia's earnings report, and redemption pressure during the rebound process will all determine whether technology can form a new round of major upside. In terms of allocation, dividends continue to bear the bottom line. The technological rebound prioritized semiconductor equipment with high performance certainty in the original main line, while the non-main line focused on the direction of improvement in interim reports, such as brokerage firms, innovative drugs, etc.

The Huatai Securities Research Report pointed out that the core contradiction in the current technology market is whether its trading floor has been completed. Huatai Securities believes that it is closer to the “beginning of the transaction” at this stage. The support for judgment mainly comes from: 1. There is enough room for adjustment, and the main line has retracted to an overfall range in the typical highly flexible direction; 2. Domestic and foreign leveraged trading funds have been cleared to a certain extent, and leveraged capital has also contracted from an extreme position; 3. However, the market's selling and selling pressure is still strong recently, and has not yet formed a major trend. incremental. The key window for a trending rebound is in late August. At that time, the interim report, Nvidia's earnings report, and redemption pressure during the rebound process will all determine whether technology can form a new round of major upside. In terms of allocation, dividends continue to bear the bottom line. The technological rebound prioritized semiconductor equipment with high performance certainty in the original main line, while the non-main line focused on the direction of improvement in interim reports, such as brokerage firms, innovative drugs, etc.