According to the Open Source Securities Research Report, the market is in a “long narrative unbroken, no new narratives are emerging, and congestion is slowing down”. It can actively participate in the “rebound - high wave shock” market in technology, and continue to seize rebalancing opportunities brought about by the spread of money-making effects and thematic opportunities with “narrative tension.” Technology is still the main line in the medium term. The overall rise in beta difficulty has increased markedly. The next stage of earnings will come more from re-screening within technology.

Zhitongcaijing · 2d ago
According to the Open Source Securities Research Report, the market is in a “long narrative unbroken, no new narratives are emerging, and congestion is slowing down”. It can actively participate in the “rebound - high wave shock” market in technology, and continue to seize rebalancing opportunities brought about by the spread of money-making effects and thematic opportunities with “narrative tension.” Technology is still the main line in the medium term. The overall rise in beta difficulty has increased markedly. The next stage of earnings will come more from re-screening within technology.