东吴证券陈刚:科技成长主线后续仍有望突破前高
Core Viewpoint - The recent pullback in the technology growth sector is attributed to relatively high valuations and a decrease in cost-effectiveness, with no unexpected catalysts emerging from the industry [1] Group 1 - The technology growth sector has experienced a decline due to high valuations [1] - There has been a reduction in cost-effectiveness within the sector [1] - No unexpected catalysts have been observed at the industry level [1] Group 2 - The current adjustment in the technology growth sector is viewed as a phase of correction [1] - There is potential for the sector to break through previous highs once industry logic is realized or valuations are digested [1]