国诚投资：大科技集体异动，高低切换来了？

Market Overview - The market experienced a rebound after a dip, with the Shanghai Composite Index closing above the short-term trend line, indicating potential for further upward movement [5][12] - However, trading volume was notably low, with total turnover below 1.2 trillion, suggesting insufficient momentum for aggressive market moves [7] - The market remains in a consolidation phase, with support around 3340 and resistance between 3400 and 3450 [7] Sector Performance - The technology sector showed significant activity, driven by policy support for unprofitable companies to list on the Sci-Tech Innovation Board and initiatives to enhance capital market support for tech firms [9] - Positive industry news in storage, optical modules, and smart glasses contributed to the sector's performance [10] - The PCB and CPO sectors led the market gains, with favorable mid-term earnings expectations attracting investor interest [10] Investment Strategy - Investors are advised to maintain a cautious approach, controlling positions around 50% to ensure flexibility in response to market movements [7][13] - The current market environment favors a rotation strategy, with a focus on strong-performing stocks while being prepared for potential volatility [10][13] Blockchain and Digital Currency - Recent developments in blockchain technology are promoting the growth of central bank digital currencies and stablecoins, with goals to reduce cross-border payment costs and improve efficiency [11] - The collaboration between Hong Kong and Shanghai to deepen blockchain applications in payment and settlement is noteworthy, making related sectors a focus for short-term tracking [11]