A股多板块投资前景分析

Group 1 - Public funds have increased their positions in TMT, electric equipment, and non-ferrous metals, indicating a potential new "hugging" trend in the market [1] - The current market is experiencing fluctuations, and while there are concerns about the collapse of this "hugging" trend, there are still opportunities in specific sectors [1] - The long-term prospects for AI are generally viewed positively, although there are concerns regarding computing power [1] Group 2 - In the renewable energy sector, energy storage and solid-state batteries are identified as new growth points, with solar and wind power also presenting opportunities [1] - Non-ferrous metals are favored due to risk aversion, and recent performance in energy storage and solid-state batteries has been strong, leading to rapid growth in related ETFs [1] - Alibaba's launch of the "Qianwen" project has boosted the Hang Seng Technology Index, resulting in an increase in the scale of the Hang Seng Technology ETF [1]