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行情波動加劇,當下市場投資邏輯變了麼?

近期,教育股板塊集體暴跌,港股新經濟股重挫,消費、醫藥等遭遇殺跌,半導體板塊持續大漲。網上流傳分析師陳李觀點,「重製造、輕服務」已成為未來3-7年投資主線。
近期,教育股板塊集體暴跌,港股新經濟股重挫,消費、醫藥等遭遇殺跌,半導體板塊持續大漲。網上流傳分析師陳李觀點,「重製造、輕服務」已成為未來3-7年投資主線。
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    Background of the Incident
    On July 28, the Hong Kong stock market rebounded compared to the previous sharp declines, with the Hang Seng Index, Hang Seng Tech Index, and CSI HK Enterprises Index all rising by more than 1.5%.
    Since July 26, the education stock sector in Hong Kong stocks continued to experience a collective plunge, while new economy stocks also suffered significant losses. Consumer goods and pharmaceutical sectors were hit hard, leaving only a few sectors like semiconductors maintaining an upward trend. Meanwhile, in the U.S. stock market, education stock prices plunged dramatically, with several popular Chinese concept stocks retreating over 10% in two days.
    Fellow investors are paying close attention
    Following the collective crash of education stocks in Hong Kong and U.S. stocks on July 23 (last Friday), market panic sentiment escalated over the weekend, leading to a broad selloff on July 26 (Monday) and July 27 (Tuesday). In just three trading days, the Hang Seng Index dropped nearly 10%, and the Hang Seng Tech Index fell over 16%. The extreme market conditions quickly sparked discussions among fellow investors about changes in investment logic and strategies.. What valuable insights do fellow investors have?? Let’s follow Hot Topic Girl to take a look.~
    How do you view this wave of market decline?
    What do fellow investors think about the view that 'prioritizing manufacturing and de-emphasizing services' will become the main investment theme for the next 3-7 years?
    Under intensified market volatility, what investment strategies do you have?
    How do you view this wave of market decline?
      @心中無股 
    Success and failure often have the same cause. Although past criticisms cannot be directly applied this time, it...
    [Fellow Investors Discuss Hot Topics] With market volatility intensifying, has the current investment logic changed?
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