---
title: "External Disturbances Gradually Diminish; Institutions Remain Bullish on Sustained Tech Sector Momentum"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283266553.md"
description: "Brokerage strategy reports indicate that while the Middle East situation remains uncertain, the peak phase of geopolitical impact has passed, and market sensitivity to external factors is gradually waning. During the A-share financial reporting period, leading companies in the technology growth sector demonstrate high earnings certainty, with capital continuing to concentrate in high-growth segments. Institutions broadly agree that market volatility has returned to pre-conflict levels, reflecting reduced global sensitivity to geopolitical risks and a shift in A-share pricing focus toward fundamentals and growth prospects"
datetime: "2026-04-19T22:27:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283266553.md)
  - [en](https://longbridge.com/en/news/283266553.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283266553.md)
---

# External Disturbances Gradually Diminish; Institutions Remain Bullish on Sustained Tech Sector Momentum

Brokerage strategy reports suggest that although the Middle East situation remains in a state of tug-of-war with numerous uncertainties ahead, the most severe phase of geopolitical impact has already passed, and market reactions to external disturbances are gradually dulling. Currently, we are in the intensive disclosure period for A-share financial reports, where leading companies in technology growth sectors such as computing power, energy storage, and optical communications exhibit strong earnings certainty. The trend of capital concentrating in high-growth segments is expected to continue for some time.

From a macro perspective, institutions unanimously believe that while geopolitical maneuvering over the Middle East situation remains volatile, market volatility has retreated to pre-conflict levels. This indicates that global capital is gradually becoming desensitized to geopolitical risks, and the pricing focus for A-shares has shifted toward fundamentals and growth momentum. (Shanghai Securities News)

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