海外反转交易继续，国内科技赛道有亮点

Group 1 - The article discusses the current state of the domestic stock market, which is relatively stable with minor declines in major indices, indicating a lack of significant opportunities [3] - The focus shifts to the U.S. market, where high-level officials are concerned about the market returning to a "danger zone" following previous tensions with China [3] - U.S. Treasury Secretary Janet Yellen is employing a "carrot and stick" approach in dealing with China, suggesting that China has a responsibility to resolve trade issues, which reflects a shift from direct confrontation to a more diplomatic stance [3] Group 2 - The technology sector, particularly semiconductors and artificial intelligence, has shown slight increases, but significant growth is not expected before the upcoming holiday [3] - The article highlights the ongoing effects of recent meetings and discussions, which continue to influence market sentiment and performance [3]