Group 1 - The A-share market is experiencing a subtle shift in style, with battery ETFs and new energy ETFs rising by 10.04% and 9.15% respectively, highlighting the new energy sector as a structural bright spot after adjustments [1] - Chen Guo, the Deputy Director and Chief Strategist of Dongfang Caifu Securities, has gained attention for his views on the market, suggesting that the recent rapid decline is a normal adjustment without substantial negative impacts on the bull market logic [2][4] - Chen Guo emphasizes that the market's structural changes are favoring new energy, which, while not comparable to AI computing power, benefits from both policy support and relatively limited prior gains [4] Group 2 - Chen Guo's previous experience at various institutions, including Shenwan Hongyuan, GF Securities, Changjiang Securities, and CITIC Securities, has contributed to his influential perspective in the market [4] - The recent market environment, characterized by a sharp decline and limited risk appetite, has led to a revaluation of funds towards themes that are "risk controllable + high prosperity," with new energy-related ETFs showing strong collective performance [4] - The formation of a MACD golden cross signal indicates a positive trend for these stocks [4]
陈果微信截图流出：没有实质利空冲击牛市逻辑，大概率后面还有新高
Xin Lang Zheng Quan·2025-09-05 07:39