帮主郑重解读：A股本周震荡蓄力，三大主线暗藏机会

Market Overview - The A-share market is currently experiencing fluctuations around the 3350-point mark, with trading volumes significantly reduced [1] - External factors such as changing US tariff policies are causing uncertainty for export-oriented companies [3] - Domestic policies, including interest rate cuts and adjustments to public fund assessment mechanisms, are providing some support to the market [3] Technical Analysis - The Shanghai Composite Index is at a critical range between 3320 and 3380 points, with 3320 serving as a strong support level [4] - A breakthrough above 3380 points is necessary for a potential market rebound, but current trading volumes are low [4] Investment Strategies - Defensive Sectors: Low-valuation sectors like banking and insurance are showing strength, with companies like CITIC Bank offering attractive dividend yields [5] - Policy-Driven Growth Stocks: Sectors such as AI hardware and communication devices are expected to benefit from favorable policy changes, presenting buying opportunities during pullbacks [6] - Cyclical Recovery Expectations: Energy sectors like oil and coal may benefit from rising prices due to global energy imbalances [7] Cautionary Guidelines - Avoid High-Valuation Tech Stocks: Sectors like semiconductors and consumer electronics are currently overvalued, with major players adjusting their positions [8] - Be Wary of Small-Cap Stocks: Small-cap stocks are experiencing liquidity issues, making them vulnerable to sharp declines [9] Conclusion - The market is expected to remain stable due to policy support and profit recovery, with key indicators to watch being the volume breakout at 3380 points and net inflows from foreign capital [10]