建信基金：科技板块大幅回调，后市投资怎们看？

Group 1 - The A-share market experienced a significant adjustment, with the ChiNext Index dropping by 4.55% and the STAR 50 Index falling by 5.61, marking the second-highest decline of the year [1] - The total trading volume in the A-share market was 2.53 trillion yuan, a decrease of 140 billion yuan compared to the previous trading day [1] - The technology sector faced a collective adjustment, with notable declines in the electronic, power equipment, and computer industries, while the building materials, coal, and textile sectors saw gains [1] Group 2 - The adjustment in the technology sector may be influenced by several factors, including changes in margin trading policies, high price-to-earnings ratios affecting market sentiment, and increased market leverage risks, with the latest margin balance reaching 2.42919 trillion yuan, a record high [1] - The market is expected to maintain a volatile pattern in the short term, with the upcoming third-quarter earnings reports becoming a focal point for investors [2] - The "14th Five-Year Plan" policy window is approaching, which may significantly impact market themes, with optimism surrounding industries benefiting from this plan, such as quantum technology and controllable nuclear fusion [2] Group 3 - The recent launch of the "Beijing Public Fund High-Quality Development Series Activities" aims to enhance investor education and protection, promote the transformation of the public fund industry, and improve its service capabilities for the real economy [2]