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A股,接下来会重演“924行情”吗?情况也许不同了
Sou Hu Cai Jing·2025-06-29 03:51

Group 1 - The market is expected to experience a significant upward movement, likely resembling a second wave rally lasting approximately six months from April to October [3] - The current market phase is characterized by a gradual increase, with challenges in stabilizing at key levels such as 3300 points [3] - The belief in market growth should be held before the actual rise occurs, rather than relying on past performance to justify future expectations [3] Group 2 - The previous market rally was driven by the sudden surge in the liquor sector, which is a major component of the Shanghai Composite Index, but currently, the liquor stocks are lagging behind [5] - The banking sector's position is a concern, as it may exert downward pressure on the liquor stocks, delaying any significant upward movement until a balance is achieved in market weights [5] - The securities sector can continue to rise, but its impact will primarily be on the small and medium-sized enterprises index, while the Shanghai Composite Index still relies on the performance of liquor, banking, and insurance stocks, which together account for 40% of market capitalization [5] Group 3 - The overall market direction is clear, with expectations of a gradual upward trend in major indices, awaiting a rebound in key sectors [7] - It is crucial for investors to maintain independent thinking and a clear understanding of their strategies, as there are no easy strategies for making profits in the stock market [7] - The market's short-term fluctuations should not deter investors from their long-term plans, as those who remain steadfast in their trading strategies are likely to achieve their goals [7]