和讯投顾谢正光：大盘回调行情结束了吗？

Market Overview - The market has shown a slight contraction in trading volume compared to the previous day, indicating a potential shift in investor sentiment [1] - Market sentiment often diverges from actual market movements, leading to fluctuations in stock prices despite overall trends [1][2] Sector Performance - Various sectors such as military, banking, solar energy, technology, logistics, ports, and pharmaceuticals have experienced alternating periods of growth and decline, lacking sustained momentum [2] - Despite the lack of continuous upward movement, most stocks have not reached new lows, suggesting a gradual upward trend in the market [2] Trading Strategy - Investors are advised to remain patient and avoid emotional reactions to market fluctuations, focusing instead on a calm investment approach [2] - The current market trend has persisted for over 20 trading days, with the index maintaining its position above the 5-day moving average, despite minor pullbacks [3] - Caution is advised if the index breaks below the 5-day moving average, as this could indicate a longer adjustment period or potential end of the current market rally [3] Sector Opportunities - Attention should be given to sectors that have recently corrected, such as military and technology, to assess potential rebound opportunities [3] - Continuous monitoring of banking, ports, pharmaceuticals, and chemical sectors is essential to identify further upward potential [3]