Group 1 - The market sentiment has improved significantly, with trading volume increasing to 3.18 trillion yuan [1] - Multiple positive factors, including expectations of interest rate cuts by the Federal Reserve, new real estate policies in Shanghai, and Goldman Sachs raising its target price for Cambricon, have driven the market to accelerate upward [1] - Recent significant increases in the two innovation indices reflect a systematic reassessment of funds towards technology and growth sectors [1] Group 2 - Despite the recent index gains, the market is primarily driven by sentiment, with a lack of fundamental support [1] - After September 3, the market may cool down, and a comprehensive bull market could shift towards a structural one, focusing more on fundamentals and performance verification [1] - In the medium term, it is advisable to pay attention to undervalued high-quality growth stocks while avoiding previously overheated sectors [1]
沪指站稳3800点，资金布局上证综指，上证综指ETF（510760）连续4日净流入2亿元！
Sou Hu Cai Jing·2025-08-26 07:05