和讯投顾朱健飞：大科技卷土重来，黄金静候2波？

Group 1 - The core viewpoint suggests that the recent performance of technology stocks, particularly in the ChiNext index, indicates a potential shift in market dynamics, moving away from precious metals and resource stocks [1][3] - The technology sector's recent surge is characterized as either a rotation or an offensive move, with the CPU sector showing strong performance after a prolonged adjustment period, indicating investor confidence [2][3] - The adjustment in precious metals, particularly gold and silver, is viewed as a first-time correction, with expectations that the cycle of rotation among various resource sectors is not yet over [3] Group 2 - The rise in technology stocks, especially in AI applications, would signify a market offensive, but the current gains are primarily attributed to the CPU sector, which has been consolidating at high levels [2] - The market's rotation is evident as funds shift from declining resource stocks to lower-valued sectors, indicating a broader strategy of capital reallocation [1][2] - The ongoing strength in the CPU sector suggests a complex investment landscape, where long-term expectations are clear, but short-term volatility remains a concern [2]