Group 1 - A-shares experienced high-level fluctuations with rapid rotation of hotspots, but the technology sector remains strong, showing a divergence in funding sentiment between cautious main forces and optimistic leverage [1] - The ChiNext index benefited from strong performances in AI and new energy, while the large-cap index weakened in the latter half of the week [1] - Economic data for August showed an overall slowdown, with resilience on the production side and pressure on the demand side [1] Group 2 - The improvement in China-US relations continues, with expectations for further progress in trade and other areas following a conversation between the two leaders [2] - The AI sector remains active during the equity market adjustment period, indicating strong resilience and consensus among funds [2] - The Federal Reserve's recent rate cut of 25 basis points was anticipated, but the impact is limited as the market had already priced in this reduction [2] Group 3 - In the context of high cutting and low backgrounds, opportunities should be sought within technology growth sectors, with a focus on AI, innovative drugs, and non-ferrous metals [3] - Electric power equipment and solid-state batteries are expected to become new directions for technology growth, while the financial sector may see improvements in valuation and performance as market sentiment stabilizes [3] - Industries such as photovoltaics and aquaculture may benefit from policy focus and positive impacts, suggesting a potential for growth [3]
金鹰基金：核心赛道韧性与资金共识较强 科技成长内部寻找投资机会
Xin Lang Ji Jin·2025-09-22 04:03