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)