Group 1 - The market experienced a decline as predicted, with over 4,000 stocks falling, including the banking sector [1] - The current market is confirmed as a bull market characterized by rapid declines and slow recoveries, with a significant volume increase indicating institutional buying near the 10-day moving average [1] - This week is a period for institutional repositioning, focusing on the "four leading stars" in the technology sector, with the computing power sector showing the best performance today [1] Group 2 - Recent earnings reports, particularly in the photovoltaic sector, have put pressure on related stocks, which are mostly weighted heavily in the indices [2] - The Shanghai Composite Index is expected to fluctuate around 3,500 points, while the Shenzhen Component and ChiNext indices are anticipated to continue performing well due to their technology-heavy composition [2] - In a time of divergence among sectors like digital currency, batteries, military industry, and innovative pharmaceuticals, large technology remains a strong mainline direction [2]
和讯投顾冯珂：市场如期下跌，周三看人工智能表现
He Xun Cai Jing·2025-07-15 12:57