和讯投顾高璐明：三大指数剧烈分化，短线关注强弱问题

Group 1 - The recent decline in the banking and insurance sectors has led to significant divergence among the three major indices, with a focus on potential market movements following new developments over the weekend [1] - The Hong Kong Financial Secretary indicated that stablecoins could bring transformative changes to the capital market, which may stimulate interest and investment in this area [1] - The announcement by the General Administration of Customs regarding the conditional resumption of seafood imports from certain regions in Japan may negatively impact domestic seafood products [1] Group 2 - The market is expected to experience a rebound in the short term, particularly if it does not fall below the critical level of 3403 points, which is seen as a key support level [2] - Recent positive developments, including a new trade agreement with the United States and the central bank's commitment to maintaining market stability, are likely to support upward movement in the indices [2] - The market's recent adjustments are viewed as healthy, with strong performance in sectors such as technology and non-ferrous metals indicating ongoing investor activity [2] Group 3 - Short-term strategies should focus on identifying strong and weak stocks, with recommendations to exit or reduce positions in underperforming assets while maintaining or increasing exposure to stronger ones [3] - For swing trading, as long as the market remains above the 3403-point threshold, the bullish trend is expected to continue, encouraging investors to hold onto well-performing or undervalued stocks [3]