Huaxi Securities: Return to the "slow bull" trend, global technology and AI market resonates

Huaxi Securities research report pointed out that returning to the "slow bull" trend, the global technology AI market is shaking together. Short-term risk appetite is expected to be boosted, and the A-share "slow bull" market will continue. Structurally, "big technology" is still the main theme in the medium to long term. Next week, the financial reports of A-share listed companies and US technology giants will be intensively released. Against the background of the accelerated global AI arms race, the guidance of technology giants' AI capital expenditure will become the focus, and the global technology AI market will usher in a period of shared shaking.