Group 1 - A-shares showed resilience by opening low and then recovering, almost turning positive despite external market pressures [1] - The semiconductor sector experienced significant declines, indicating that current valuations are not being recognized by the market, suggesting caution for investors [2][3] - The white wine sector saw a strong rebound, potentially influenced by notable market figures making purchases, although there is a belief that better entry points may exist in the future [5] Group 2 - The semiconductor sector's drop continued from previous trends, with comparisons made to the high valuations seen during the 2000s internet bubble in the U.S. [6] - The Contract Research Organization (CRO) sector also faced a downturn after a brief positive opening, indicating a lack of sustained momentum [8] - A-shares are expected to choose a direction soon, emphasizing the importance of patience and maintaining physical and mental health as key to wealth [9]
紧急说下明确看法，当下A股未必适合大干！
Sou Hu Cai Jing·2025-10-14 09:22