Group 1 - The dual innovation index serves as a "thermometer" and "collective" for technology stocks, indicating that the core driving force of the current market and the main battleground for funds lie within the technology sector [1] - Investors should deeply understand the underlying policy logic and industry trends while seizing mainline opportunities and being mindful of volatility risks [1] - The third-quarter report acts as a "touchstone" for assessing the quality of companies' annual performance, with industries and stocks that exceed expectations likely to experience valuation recovery opportunities [1] Group 2 - Focus should be on directions with clear policy support and high industry prosperity, such as artificial intelligence, semiconductors, domestic software, new energy technologies, and biomedicine [1]
就市论市丨双创指数领涨 科技股仍是市场主线？
Di Yi Cai Jing·2025-10-20 04:22