中欧基金：市场赚钱效应正从科技板块向其他领域扩散

Group 1 - The core viewpoint of the article highlights that the trading volume in the Shanghai and Shenzhen markets has exceeded 3 trillion yuan for the first time since October of the previous year, indicating a significant increase in market activity [1] - According to Central European Fund, the market's profit-making effect is spreading from the technology sector to other areas, with trading activity remaining at historically high levels [1] - In light of the rising market enthusiasm, it is suggested to adjust the existing dividend sector in the barbell strategy towards the technology growth sector [1] Group 2 - The growth sector to focus on includes high-value-added overseas-related fields, particularly those leveraging short videos and algorithms to gain traffic and channel advantages, aimed at exporting the consumption aesthetics of Chinese youth [1] - Additionally, attention should be given to high-end manufacturing, which has global research, scale, and capitalization advantages, as well as the potential for capital investment and technological research and development in China [1] - Other areas of interest include innovative pharmaceuticals, robotics, and AI hardware themes [1]