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和讯投顾陈满堂:周线三连阳出回调,最大支撑点下放3200
He Xun Cai Jing·2025-04-29 12:13

Market Overview - The market is currently experiencing a rotational trend with daily fluctuations controlled within 20 points, indicating a stable yet cautious environment [1][3] - The index has entered a protective state, with a focus on maintaining stability as it approaches the holiday period [3] Investment Strategy - It is advised to maintain a position of 40-50% in the market, with a recommendation to reduce holdings to 30% for profitable positions before the holiday [1] - For stocks that have reached a suitable entry point, particularly in the semiconductor and equipment sectors, there is an opportunity to consider adding to positions, but caution is advised regarding the overall market index [2][3] Sector Focus - The semiconductor and photolithography sectors are highlighted as having performed well recently, although adjustments are still needed before significant investments can be made [2] - Equipment in the semiconductor sector is currently in a profitable state, suggesting a favorable risk-reward ratio for investments [2] Support Levels - The major support level for the market is identified at 3240-3250, with a warning that a breach below 3200 could lead to further declines [3] - The market is expected to remain stable until new external funds enter, which would require positive news or policy changes to stimulate activity [3]