提防“热门概念“挨个回踩

Group 1 - The domestic market sentiment remains low, with overall opportunities lacking, and the three major indices slightly declined [3] - The trading volume in the Shanghai and Shenzhen markets is a critical indicator of market sentiment, with a difficult maintenance of 1 trillion yuan, indicating a downward trend [3][4] - The Hong Kong market faces more significant challenges, with a noticeable contraction in trading volume and a larger overall decline compared to the mainland market [3][4] Group 2 - Recent hot sectors, such as the new consumption sector, have seen declines exceeding 6%, reflecting a cooling off after previous hype [4] - The enthusiasm for funds has not yet recovered, making it difficult for the Hong Kong market to rebound, especially with the upcoming Dragon Boat Festival holiday affecting liquidity [4]