丨证券研究报告丨 [Table_Summary] 当周基金重仓相对占优，量化基金重仓表现不俗；市场动速方面，行业、风格轮动速度窄幅震 荡；行业板块方面，医疗、通讯业务板块涨幅居前，医疗龙头显著超额行业基准；风格方面， 创业板成长领涨风格，成长、动量占优；主题方面，东数西算涨幅居前，专精特新系列表现不 俗。 战略数据研究丨专题报告 [Table_Title] 创业板成长领涨风格，成长、动量占优—— W120 市场观察 报告要点 分析师及联系人 [Table_Author] 陈洁敏 SAC：S0490518120005 SFC：BUT348 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 创业板成长领涨风格，成长、动量占优 2] —— W120 市场观察 [Table_Summary2] 机构赚钱效应：基金重仓相对占优 市场动速：行业、风格轮动速度窄幅震荡 行业板块：医疗、通讯业务板块涨幅居前，医疗龙头显著超额行业基准 风格跟踪：创业板成长领涨风格，成长、动量占优 主题热点：东数西算涨幅居前，专精特新系列表现不俗 相关研究 [Table_R ...

Market Performance - The TMT sector has shown the highest growth, with the telecommunications sector leading the industry[2] - Non-fund heavy positions have outperformed, indicating a strong institutional profit effect[4] - The market rotation speed remains high across styles and industries, suggesting active trading conditions[4] Investment Themes - The "East Data West Computing" and "Carbon Neutrality" themes are currently leading in market interest[2] - Small-cap and high-valuation stocks are favored, with the ChiNext Growth Index showing significant gains[4] - The ChiNext Growth Index has reported a weekly return of 6.58%, outperforming other indices[22] Sector Analysis - The telecommunications sector achieved a return of 3.82%, exceeding the overall A-share market by 2.21%[17] - The information technology and hardware sector followed closely with a return of 3.45%[17] - The materials sector also performed well, with a return of 2.69%[17] Risk Considerations - The report emphasizes that past performance does not guarantee future results, highlighting the potential for market volatility[26]