Group 1 - The market showed a positive sentiment with over 3,000 stocks rising despite a decrease in the overall index, indicating a mismatch between market sentiment and index performance [1] - The technology sector, particularly CPU and optical module stocks, experienced gains due to favorable earnings news, yet the overall index still declined, highlighting a divergence in market expectations and capital flows [1] - Tomorrow is a critical juncture for the overall index and companies, especially for the technology sector, which is a significant component of the index [1] Group 2 - Attention should be focused on whether the technology sector, led by CPU and optical modules, can continue to rise in volume, as well as the performance of speculative sectors like stablecoins [2] - The performance of these two sectors will significantly impact the overall market trend and capital flows, making it essential for investors to monitor their dynamics closely [2]
和讯投顾王科文：修复情绪还是指数突破？
He Xun Cai Jing·2025-07-15 12:57