Group 1 - The current market trend is characterized as a forced short squeeze, with significant increases in indices and trading volume reaching 1.7 trillion [1] - The technology sector is expected to make a strong comeback in May, with a focus on whether the market can maintain a trading volume between 1 trillion to 1.5 trillion [1] - High-quality research and investment analysis are crucial, as evidenced by 90% of previously impacted companies recovering and some approaching new highs [1] Group 2 - The dominance of retail investors in the market is gradually diminishing, with a shift from large-cap stocks to small-cap defensive sectors like chemicals, consumption, and electricity [2] - The risk appetite of investors is increasing, as indicated by the emergence of consecutive gains in the ChiNext index [2] - May is anticipated to be a month of recovery for the technology sector, with expectations for a significant turnaround in market performance [2]
和讯投顾陶亚威：五月科技回归
He Xun Cai Jing·2025-05-06 10:47