Group 1 - The main reason for today's market adjustment is the quick breakthrough of last year's high point in early October, leading to short-term profit-taking demands [1][2] - The adjustment does not change the overall positive trend, and it may provide valuation advantages for some quality stocks, highlighting their long-term investment value [1][2] - The current friendly funding and sentiment are likely to continue along the existing trend, with potential shifts in wealth from real estate and fixed income to equity markets [2] Group 2 - The military and communication sectors, which have seen the largest gains in August, experienced significant declines today, while the large financial sector showed resilience [2] - The formation of a MACD golden cross signal indicates a positive trend for certain stocks [3]
光大保德信基金市场快评:回调不改积极向好主基调 看好科技成长等高弹性及低波红利方向
Xin Lang Ji Jin·2025-08-14 09:13