Guojin Asset Management Equity Team: The market is expected to maintain a volatile upward trend, with a style that may lean towards Large Cap Growth
On September 9th, the equity team of Guojin Asset Management stated that based on the driving forces of the current market rally—industrial trends, fundamentals, liquidity, and positive market feedback effects—the market is expected to maintain a volatile upward trend, with a style likely leaning towards Large Cap Growth. The main focus may continue to revolve around low penetration rate sectors, paying attention to AI computing power, semiconductor autonomy, solid-state batteries, humanoid robots, satellites, controllable nuclear fusion, and innovative drugs