帮主郑重：A股613攻防战！三大信号暗示变盘窗口，这些板块暗藏机会

Technical Analysis - The Shanghai Composite Index closed near the 3400-point mark, with resistance between 3390 and 3420 points, and support at 3360 points, indicating a critical testing phase for the market [3] - The MACD indicator shows a low-level oscillation, while the KDJ's J value is gradually increasing, suggesting potential upward momentum [3] - The trading volume of 1.3 trillion indicates market activity, but a stronger capital push is needed to break through key resistance levels [3] Policy Developments - The People's Bank of China reportedly announced a targeted reserve requirement ratio cut of 0.5%, releasing 200 billion yuan in long-term funds, which is beneficial for small banks and brokerage firms [3] - The Ministry of Finance aims to expedite the revision of the negative list for foreign investment, focusing on opening up the new energy and biopharmaceutical sectors, positively impacting companies like CATL and WuXi AppTec [3] - Rumors of an extension of the new energy vehicle purchase tax exemption could lead to a significant rebound in the entire new energy industry chain [3] Market News - Positive signals from US-China trade talks suggest a consensus on implementing the leaders' discussions, which is favorable for export chains and technology stocks [4] - Semiconductor sector gains momentum as SMIC improves its 14nm process yield to 95% and secures orders from Huawei [4] - Real estate policies are being enhanced, with cities like Suzhou and Nanjing offering "old-for-new" home purchase subsidies, benefiting leading real estate companies and home appliance sectors [4] Global Market Influence - US stock indices showed mixed results, with the S&P 500 and Nasdaq performing well, while the Dow Jones faced pressure from Boeing's incident and tariff threats [4] - European markets rose, with the DAX index increasing by 1.42%, contributing to positive global market sentiment [4] - The US dollar index fell by 0.72%, and the offshore yuan appreciated by 251 points, indicating growing international confidence in Chinese assets [4] Investment Strategy - The current A-share market is at a delicate turning point, supported by policy easing and positive news, but facing challenges from technical resistance and global uncertainties [5] - Long-term investors are advised to focus on two main lines: technology growth sectors like semiconductors and humanoid robots, and consumer recovery sectors such as duty-free, smart home, and beauty products [5] - High-dividend sectors like hydropower and highways can provide defensive support during market fluctuations [6]