Central Europe Fund: The market's profit-making effect is now on the verge of spreading from the technology sector to other fields.

Today, with the resonance of funds and emotions, the trading volume of the Shanghai and Shenzhen stock markets has once again exceeded 3 trillion yuan, marking the first time since October last year. Zhongou Fund believes that the market's money-making effect is spreading from the technology sector to other areas, and trading activity continues to be at historically high levels. As the market heats up, it may be worth considering tilting the existing dividend sector in the dumbbell strategy moderately towards the technology growth sector. In the growth sector, attention can be focused on high value-added overseas-related fields, mainly focusing on new consumer sectors that gain traffic and channel advantages through short videos and algorithms, and output China's young people's consumption aesthetics; as well as the realization of China's competitive potential in capital investment and technology research and development, high-end manufacturing with global research and development, scale and capital advantages, while also focusing on themes such as innovative drugs, robots, AI hardware, and others.