和讯投顾李永熙：周一上涨可期，看好科技方向与证券板块合力

Core Viewpoint - The article suggests that three significant events may help the market break new highs in the upcoming week, with a positive outlook for Monday's trading. Group 1: Semiconductor Industry - The return of Kirin chips after five years indicates that the "bottleneck" issue in the semiconductor sector has been resolved, which is expected to benefit the semiconductor industry next week [1] - The proposal by Trump to increase semiconductor tariffs to 300% is seen as having limited impact, but it may promote domestic alternatives, leading to a continued rise in semiconductor stocks [1] Group 2: Market Liquidity - Data from the central bank shows a decrease in household deposits by 1.1 trillion and corporate deposits by 1.4 trillion, while non-bank deposits (from fund companies and securities firms) increased by 2.14 trillion, indicating a gradual inflow of funds into the market [1] - The current trading volume remains above 2 trillion, supporting the notion of increased market activity [1] Group 3: Market Outlook - Despite concerns regarding the overnight performance of U.S. stocks, Monday's market performance is deemed crucial for determining whether the market can break new highs [1] - The technology sector and the securities industry are expected to work together to enhance market profitability, attracting more deposit funds into the market [1]