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和讯投顾宫羽飞:高开低走要不要跑?
He Xun Cai Jing·2025-05-07 14:18

Group 1 - The core viewpoint of the articles indicates that despite the announcement of a rate cut by major financial leaders, the market experienced a high open followed by a decline, suggesting potential risks ahead [1] - The meeting held by the three major financial leaders did not yield substantial positive outcomes, with the rate cut being only 0.5%, leading to a market correction [1] - The market's performance is characterized as strong despite the decline, as there remains an unfilled gap from the high open, indicating underlying strength [1] Group 2 - The appreciation of the RMB and the overall positive national economic outlook remain unchanged, with no external bearish logic supporting a market downturn [2] - Sectors such as military, agriculture, and consumer goods are experiencing a rotation and rebound, primarily as a response to previous underperformance since April [2] - The technology sector, despite some adjustments, continues to show a positive trend, indicating that the rebound in this sector is not yet complete [2] - The chemical industry is highlighted as a potential area for investment, with specific stocks showing significant upward movement, suggesting opportunities for low-position rebounds [2]