主动智选，聚力成长！华宝基金主动权益工具箱全景布局科技链，收益最高超95%！

Core Insights - The article discusses the current state and future outlook of the A-share market, highlighting a potential "slow bull" market driven by improved risk appetite and global liquidity [2][3] - It emphasizes the importance of long-term industrial logic, particularly in technology sectors such as artificial intelligence, semiconductor equipment, and industrial software, which are expected to create new demand [3] - The article suggests that resource products may benefit from scarcity pricing premiums in the context of energy transition, while industries with excess capacity, like photovoltaics and chemicals, may see valuation recovery due to "anti-involution" policies [3] Investment Opportunities - Focus on technology innovation and industrial upgrades, particularly in AI and semiconductor sectors, as well as energy revolution and domestic substitution opportunities [3] - Highlighting the performance of various funds, such as 华宝大健康 A类, which has a net value growth rate of 69.06% and ranks in the top 6% of its category [10] - The article mentions the performance of 华宝创新优选, which has a net value growth rate of 55.28% and ranks in the top 19% of its category, indicating strong investment potential in innovative sectors [10] Market Trends - The article notes that the market structure will increasingly highlight structural opportunities as domestic industrial policies continue to catalyze growth and new capital enters the market [3] - It points out that the recent U.S.-China summit has led to a temporary easing of trade tensions, which may positively impact market sentiment [2] - The article also mentions the formation of MACD golden cross signals, indicating potential upward trends in certain stocks [12]