4.30收评 节后再战#财经#大盘走势#股票

Market Overview - The market is expected to experience a pullback, with a potential support level around 3200, and a resistance level at 3240 [1][2] - The current market position is suitable for holding 40-50% of positions, with a focus on technology stocks, particularly in the semiconductor and computing sectors [1][3] Semiconductor Sector - The semiconductor sector is highlighted as a key area of focus, with a V-shaped reversal observed in daily structures, although it is currently facing pressure at high levels [2] - Equipment and chips within the semiconductor space are recommended for investment, with specific attention to lithography equipment [2] - The best support level for semiconductor stocks is near the low point of a recent bullish candle, suggesting a potential for adding or replenishing positions [2][3] Investment Strategy - The strategy involves waiting for optimal entry points for adding positions, particularly around the opening price of a bullish candle from April 9 [3] - The first week after the holiday is deemed critical, with expectations of maintaining market support before potentially testing lower levels [3] - A focus on the 3200-3220 range is advised for future positioning, with a plan to increase holdings if the market breaks below 3250 [3]