【Weekend, the national team’s big capital quietly moved 🤫】

This weekend hasn’t been calm: China Guoxin increased its holdings by more than 50 billion yuan, China Chengtong entered with nearly 10 billion yuan, and both moves point toward central state-owned enterprises and technology stocks. The mid-year report guidance is also quite strong—several companies in computing power and optical modules are seeing year-over-year performance forecasts more than double. The views of the top ten brokerages are unusually consistent: as the market gets close to the latter half after the adjustment, repairs are being brewed. Feeling unsettled when the market falls is understandable—human nature, after all—but at a time like this, you must look clearly at where the money is flowing. We stayed up late to finish this lesson for you. #台积电Q2净利暴增77.4%