Group 1 - The market is experiencing upward movement, driven by significant buying from large funds, particularly in the broad-based ETFs like the CSI 300 and the CSI 1000 index, indicating a potential end to the adjustment period after the Shanghai Composite Index reached 3400 points [1] - The securities sector is showing signs of a rebound, suggesting that small-cap stocks are being lifted to new heights, with the Shanghai and ChiNext indices returning to their 5-day moving averages, signaling the start of a new upward trend [1] - The upcoming upward movement is expected to be moderate and not particularly smooth, with fluctuations being a normal occurrence [1] Group 2 - There is a noticeable retreat in high-priced stocks, with many leading stocks hitting the daily limit down, reflecting hesitation and a shift in capital dynamics [2] - The previous trend of capital clustering in high-priced stocks is being disrupted, as large funds are showing a desire to prevent further declines in the market, leading to a loosening of positions in these stocks [2] - Funds are beginning to switch from high-priced stocks to lower-priced thematic sectors, indicating a rotation in market focus [2]
和讯投顾刘远航:不会要踏空了吧!
He Xun Cai Jing·2025-05-20 13:26