Institutions: The Adjustment in the Technology Sector May Be Nearing Its End, with Clues for a New Round of Main Themes to Be Unearthed from Interim Reports
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Author:小编   

Last week, the A-share market experienced significantly increased volatility, with the market primarily focusing on the adjustment pace and future trends of the AI sector. This week's securities firm strategy outlook points out that the recent pullback in tech stocks has been mainly influenced by funding conditions and overseas market sentiment. The profit-making effect in related sectors has now fully contracted, possibly nearing the bottom of this adjustment cycle. Looking ahead, the long-term trend of expanding AI computing power demand remains unchanged, and the AI industry is expected to continue leading the rally. Meanwhile, the Intensive release (intensively released) interim results in late July will serve as a key factor in validating the pace of the market trend.