Group 1 - The market continues the "handover" trend, questioning whether the technology sector will experience a weak rebound [3] - In the third quarter, the technology sector performed well, but is facing significant selling pressure in the last two months [3] - Short-term expectations suggest a slight rebound in U.S. tech stocks due to easing funding pressures related to the federal government shutdown [3] Group 2 - The anticipated resolution of the government shutdown is expected to alleviate market tensions, allowing for a temporary respite in U.S. tech stocks [3] - The compromise between political parties involves a shift from restoring the "Affordable Care Act" to providing cash subsidies for low-income individuals [3] - The technology sector in the A-share market may struggle to maintain a strong presence over the next two months [3]
年尾,不是鱼尾
Hu Xiu·2025-11-10 11:35