美伊衝突重啓，特朗普給戰爭標價，打一次伊朗油價漲2美元！主動報價的背後，是安撫市場還是爲衝突升級製造空間？投資者如何跟上總統的“喊單”？

Beijing Stock Exchange 50 index has fallen about 6% over the past 50 trading days; electronics constituents Tianli Composite and Juxin Technology are down more than 10%.

Kaiyuan Securities says markets underwent a correction this week: tech staged a strong rebound on Thursday but fell again on Friday, boosting volatility. The broker views the pullback not as the end of the tech trend but as a concentrated short-term risk release amid high growth, high valuations and crowded positioning; the market is digesting valuations and crowding. Looking ahead, technology remains the primary theme and the adjustment is seen as a reset for a healthier relaunch. Tech is still deemed the most attractive sector with marginally improving fundamentals; the STAR Market and ChiNext retain higher relative earnings advantages. After the current phase of rebalancing, the market will hunt for the next cohort that can absorb risk appetite while showing marginal fundamental improvement — a further tech re‑selection.