和讯投顾韩东峰：大金融稳定盘面，券商继续盯住，金属材料继续强势

Market Overview - The market is currently experiencing a narrow range of fluctuations around the 3400-point level, with a tendency to stabilize before potentially moving upward [1] - The financial sector, particularly banks and insurance companies, is contributing to market stability, with insurance stocks showing significant early gains [3] Sector Performance - Gold stocks are rising due to recent fluctuations in the spot market and geopolitical factors, but their potential for further growth is limited [2] - The beauty and personal care sector is undergoing a shift, with some stocks showing strong performance while others lag behind [2] - The metal materials sector is performing well, with both year-on-year and month-on-month growth in PPI data, indicating strong sustainability [2] - The cultural and media sector is experiencing short-term speculative trading driven by holiday sentiments, but its long-term sustainability is uncertain without new product launches [2] Financial Sector Insights - The banking sector is showing a stable performance with some companies benefiting from major shareholder buybacks, while the overall trend remains flat [3] - The brokerage sector is gaining attention but has not yet seen significant price increases; further upward movement may depend on the brokerage's ability to drive market momentum [3] - Long-term focus should remain on financials, insurance, and major operators, with a strategy of sector rotation based on industry cycles [3]