5G罕见爆发！欧洲那边又有新消息出来了

Market Overview - The Shanghai Composite Index ended an eight-day rally, with the Huatai team continuing to support the market during the closing period [1] - The trading volume of the CSI 300 ETF (510330) reached 4.674 billion, with 4.15 billion occurring in the last trading minutes [1] Index Performance - As of 14:57, the Shanghai Composite Index rose by 0.03%, and the CSI 300 Index increased by 0.22% [3] - The market experienced a last-minute sell-off, preventing the achievement of a nine-day rally [3] Trading Strategies - The Huatai team's trading strategy appears to involve buying during the day and selling at the close, generating small daily profits [5] - The market is advised against chasing high daily gains, as this often leads to losses the following day [5] Sector Movements - The market is currently seeing a rotation towards the 6G concept, influenced by geopolitical events, particularly pressure from the U.S. on the EU regarding 5G equipment [5][7] - There is speculation that Germany may not genuinely want to lift restrictions on 5G equipment, possibly using it as leverage in tariff negotiations with the U.S. [7] Trading Volume Insights - The total trading volume for the CSI All Share Index reached 905.7 billion, with a decrease of 80 billion from the previous day, marking the second consecutive day of over 1 trillion in trading volume [5] - Since September 24, there have been four trading days with volumes exceeding 1 trillion, including one on April 2 [5] Grid Trading - Two varieties triggered grid trading today, indicating active trading strategies in the market [8] Bond Market - The current equity-bond yield spread stands at 6.51%, placing it in the 95.56th percentile, suggesting that the overall market's cost-effectiveness is relatively high compared to historical data [9] ETF Performance - Various ETFs are showing different performance metrics, with some like the CSI 300 ETF (510330) having a cumulative return of 47.33% [11] - The market is seeing a mix of high and low valuations across different ETFs, indicating varied investment opportunities [11][12]