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市场慢牛整理期:关注基本面,聚焦多行业投资机会
Sou Hu Cai Jing·2025-09-14 14:20

Group 1 - The market is entering a slow bull consolidation phase, with fundamental factors likely to regain attention as market valuations have been repaired [1] - The slow bull pattern requires both leading sectors and overall fundamental support, with a need to reverse deflationary tendencies to attract overseas capital into Chinese assets [1] - Current market liquidity and sentiment are at high levels without signs of collapse, with ongoing catalysts in leading sectors such as AI and pig farming [1] Group 2 - Attention should be focused on sectors like AI and pig farming during this consolidation period, emphasizing the importance of sector rotation [1]