On July 21, BOC Wealth Management said that the A-share growth sector has recently ushered in a phased correction, and the booming circuit in the early stages, such as semiconductors, AI, and high-end manufacturing, has collectively weakened. Under the intertwining of extreme market conditions and fluctuations, it is recommended to adopt a “dumbbell” allocation strategy: on the one hand, seize low-wave dividend assets as a defensive bottom position; on the other hand, seize the chances of a sharp decline and rebound in technological growth to obtain highly elastic returns.

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