Guojin Asset Management Equity Team: The market is expected to maintain volatile upward trend, with a bias towards large-cap growth stocks.

date
09/09/2025
On September 9th, Guojin Asset Management's equity team stated that based on the driving forces of the current market rally - industry trends, fundamentals, funding conditions, and market positive feedback effects, the market is expected to maintain a volatile upward trend in the future, with a style leaning towards the growth of the overall market. The main theme may continue to focus on the low-penetration race track, with a focus on AI computing power, autonomous and controllable semiconductors, solid-state batteries, humanoid robots, satellites, controllable nuclear fusion, and innovative drugs.