A-share market opening express | The three major stock indexes collectively opened lower, with quantum technology, CPO, and controlled nuclear fusion sectors leading the decline in terms of percentage.

Stock A's three major stock indexes collectively opened lower, with the Shanghai Composite Index down 0.21% and the Growth Enterprise Index down 0.32%. On the market, sectors such as quantum technology, CPO, controllable nuclear fusion, and lithography machines have seen declines. Institutional Views on Future Market Trends Huajin Securities: The slow bull trend and the technology sector remain unchanged, allocating technology as CKH HOLDINGS, part-cycle, core assets, and other industries. Huajin Securities stated that the slow bull trend and the technology sector remain unchanged. Industry allocation: In the short term, continue to allocate technology as CKH HOLDINGS, part-cycle, core assets, and other industries on dips. In the short term, it is recommended to allocate on dips: first, in industries such as communication (calculation power), electronics (semiconductors, consumer electronics), media (games, AI applications), mechanical equipment (Siasun Robot&Automation), computers (AI applications, autonomous driving), non-ferrous metals, and chemicals where policies and industrial trends are heading upwards; second, in industries benefiting from the "Fifteen-Year Plan" and third-quarter performance improvement, such as electricity, pharmaceuticals, consumption (food, retail trade, etc.), and military industries (commercial aerospace). Orient: The Shanghai Composite Index surpasses 4000 points, and may face trading-level fluctuations in the future, but it will not affect the continued upward trend. Orient stated that overall, after the Shanghai Composite Index broke through the 4000-point mark, the market's trading heat has cooled slightly, the intraday volatility of various major indexes has increased, and various entities have shown some divergence at relatively high levels in the market. In the future, the market may still face trading-level fluctuations, but this will not prevent the stock indexes from continuing to climb. This article is reprinted from Tencent's self-selected stocks, edited by GMTEight: Chen Wenfang.