和讯投顾吴青宇：明日分化科技优先，锂价新能源有看点

Group 1 - The core viewpoint indicates that due to the Christmas holiday, trading volume in Hong Kong has decreased significantly, leading to a likely continuation of market differentiation in the coming days [1] - The technology sector and commercial aerospace are highlighted as key areas to watch, with the technology sector expected to have a stronger influence on the index compared to commercial aerospace [1] - The technology sector is primarily held by institutions, making it easier to drive up prices, while commercial aerospace is seen as a supplementary sector with less proactive movement [1] Group 2 - Attention is drawn to sectors related to price increase logic, particularly lithium carbonate, which has seen significant price rises recently [2] - There is a cautionary note regarding whether stocks related to lithium, such as Tianji Holdings and Ganfeng Lithium, have already priced in their gains, which could lead to potential declines if futures prices drop [2] - The renewable energy sector, including solar, wind, and solid-state batteries, is noted for its strong performance, influenced by factors such as electricity shortages in the U.S. and domestic policies [2]