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四川大决策投顾:节前最后一周 把握结构性机会
Sou Hu Cai Jing·2025-04-30 07:57

Market Overview - US stock markets closed higher on Friday, with the Dow Jones up 0.05%, Nasdaq up 1.26%, and S&P 500 up 0.74% [1] - The Nasdaq Golden Dragon China Index fell by 0.40% [1] - WTI crude oil futures rose by 0.37% to $63.02 per barrel, while Brent crude oil futures increased by 0.48% to $66.87 per barrel [1] - International precious metals futures generally declined, with COMEX gold futures down 0.55% to $3330.20 per ounce and COMEX silver futures down 1.43% to $33.34 per ounce [1] A-Share Market Performance - A-shares showed mixed performance on Friday, with the Shanghai Composite Index slightly down, while the Shenzhen Component and ChiNext Index saw small gains of 0.39% and 0.59% respectively [1] - The market experienced a weak recovery, with more stocks rising than falling, showing a ratio of 2832 gainers to 2371 losers [1] - Key sectors that performed well included electric power services, home appliances, machine tools, printed circuit boards, and tourism, while sectors like pet food, precious metals, and dairy products faced declines [1] Fund Flow Analysis - The electric power sector attracted significant capital flow, driven by the recent report from the National Energy Administration on green electricity certificates, which indicated a total issuance of 4.955 billion certificates by the end of 2024 [2] - The report highlighted that the transaction volume of green certificates in key regions exceeded 50% of the total, indicating strong market activity [2] - April's electricity consumption is expected to continue its recovery, with growth rates projected between 4.5% and 5.5% [2] Sector Performance - The top three sectors for net capital inflow were electric power, securities, and components, while the chemical pharmaceutical, banking, and retail sectors saw the highest net outflows [9][7] - The overall trading volume in the A-share market was 1.11 trillion yuan, an increase of 45.5 billion yuan from the previous trading day [5] Investment Strategy - The company suggests that the upcoming week, being the last before the May Day holiday, will see limited trading days and a focus on structural opportunities rather than broad market movements [8] - Investors are advised to maintain confidence and patience, avoiding blind chasing of high-flying stocks, and to look for low-entry opportunities [5] - The focus remains on domestic consumption and new productivity sectors for potential investment opportunities, with a caution on managing positions and trading frequency [8]