陈果微信截图流出：四个月慢牛后的一个快速急跌调整，没有实质利空冲击牛市逻辑，A股大概率后面还有新高

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, noted that the recent rapid decline followed a four-month slow bull market without substantial negative impacts on the bull market logic, suggesting a high probability of new highs ahead [3] - Chen emphasized that the market's structural changes have favored new energy, which, while not comparable to AI computing power, aligns with both policy support and limited prior gains, making it a representative direction with economic resilience [4] Group 2 - In the context of a sharp index decline and limited risk appetite, funds are re-evaluating themes that are "controllable risk + high prosperity," leading to a collective strengthening of new energy-related ETFs [4]