申万宏源策略首席金倩婧:市场未全面过热 未来先进制造反内卷见成效将带来更多机会?
Di Yi Cai Jing·2025-08-26 05:47

Core Viewpoint - The market continues to show strong performance, with the Shanghai Composite Index reaching a ten-year high, despite potential for slight short-term corrections [1] Market Analysis - After surpassing 30 trillion in trading volume yesterday, the market opened lower but rebounded, indicating resilience [1] - There are signs of localized overheating in the market, but it is not widespread, suggesting that future improvements in fundamentals will help to digest valuations [1] Sector Outlook - The company is optimistic about opportunities in the technology sector, highlighting trends that could lead to significant investment prospects [1] - Advanced manufacturing is expected to see effective results from internal competition, which will create more systematic investment opportunities in the future [1]