Guotai Junan Securities: For investors who already hold positions in the current bull run's technology sector, it is recommended to continue to stay committed to the technology sector.
Jin10 data September 1st news, GF Securities stated that they maintain previous key judgments, the market has established a "bullish mindset", and once the trend is formed, it is difficult to reverse in the short term. For investors who have already held the main line of technology in this bull run, at the current level where the degree of valuation differentiation is not high, there is not a strong necessity to participate in "high-low switching", and it is recommended to continue to stick to the technology main line. For the new incremental funds flowing into the market and investors with limited holdings in the main line sector, choosing "low position call options" might also be a viable idea. In addition to the TMT zone, there are also growth-oriented auto parts/Bots that have recently lagged behind, consumer electronics, AI applications, as well as cyclical large consumption (snack foods, home appliances, retail supermarkets, etc.) and cyclical resource products (chemicals, etc.).
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Guotai Junan Securities: For investors who already hold positions in the current bull run's technology sector, it is recommended to continue to stay committed to the technology sector.
Jin10 data September 1st news, GF Securities stated that they maintain previous key judgments, the market has established a "bullish mindset", and once the trend is formed, it is difficult to reverse in the short term. For investors who have already held the main line of technology in this bull run, at the current level where the degree of valuation differentiation is not high, there is not a strong necessity to participate in "high-low switching", and it is recommended to continue to stick to the technology main line. For the new incremental funds flowing into the market and investors with limited holdings in the main line sector, choosing "low position call options" might also be a viable idea. In addition to the TMT zone, there are also growth-oriented auto parts/Bots that have recently lagged behind, consumer electronics, AI applications, as well as cyclical large consumption (snack foods, home appliances, retail supermarkets, etc.) and cyclical resource products (chemicals, etc.).