Xin Lang Cai Jing·2025-08-26 05:52Core Viewpoint - The market continues to show strength, with the Shanghai Composite Index reaching a ten-year high after surpassing 30 trillion in trading volume yesterday, indicating a robust market sentiment [1] Market Analysis - Short-term market may experience slight pullbacks, but the overall magnitude is manageable [1] - From a valuation perspective, there are signs of localized overheating in the market, yet it is not widespread [1] - Future improvements in the fundamentals are expected to gradually alleviate valuation concerns [1] Sector Outlook - The technology sector is viewed positively, with anticipated opportunities arising from industry trends [1] - The advanced manufacturing sector is expected to see effective results from internal competition, leading to more systematic investment opportunities in the future [1]