Group 1 - The core viewpoint indicates that the market experienced a significant increase in indices, but a subsequent decline in bank stocks suggests potential risks due to rapid price increases [1] - The rare simultaneous inflow of institutional and main funds into aggressive sectors indicates a possible bullish trend for small-cap stocks next week [1] - The performance of the securities sector is crucial, as it remained stable during the market downturn, supporting small-cap stocks [1] Group 2 - The rare occurrence of a strong performance in the rare earth sector, driven by positive news and price increases, suggests it may continue to perform well next week [1] - The technology sector, particularly the Sci-Tech 50 index, has lagged but shows signs of recovery, potentially leading to a rebound in tech stocks [1] - The market sentiment may shift towards small-cap stocks if banks continue to decline, indicating a possible resurgence for mid and small-cap stocks [1]
和讯投顾刘远航：中小盘科技股的春天快到了？
He Xun Cai Jing·2025-07-11 10:18