Over the past week, the A-share market has witnessed an overall phase of consolidation amid fluctuations, with the major broad-based indices displaying diverse performances. Concurrently, the ongoing geopolitical tensions in the Middle East have amplified global market volatility. According to institutional strategy forecasts, despite the uncertainties clouding the future trajectory of the Middle East situation, the A-share market's resilience to external shocks has been fortified by well-defined domestic policies and a relaxed (Note: contextualized as 'accommodative' in the translation) liquidity environment. The swift surge in international crude oil prices hints that assets linked to energy security might continue to reap benefits in the near term. In the medium to long term, the underlying fundamentals of technology sectors, such as AI, are anticipated to remain largely unscathed by the Middle East situation, and they are still poised to emerge as the primary market theme after weathering short-term disruptions.
