Group 1 - The military industry sector is experiencing a peak followed by differentiation, with recommendations against chasing high-performing stocks and instead focusing on core stocks and trend stocks [1] - The digital currency sector should be treated purely as an elastic financial product, with considerations for low absorption of core stocks during divergence expectations tied to the Shanghai Composite Index [1] - The solid-state battery sector requires monitoring two signals before reducing focus: a key stock breaking below the ten-day line without recovery and core recognizable stocks hitting the limit down [1] Group 2 - Institutions have completed their portfolio adjustments, and core stocks following a trend can be targeted for low absorption based on the five-day line logic [2] - The sector is diverse, requiring high opportunity discovery capabilities and adaptability in trading, with a recommendation to limit short-term holdings to no more than five stocks [2] - The overall market sentiment for July is optimistic, with a trading volume of 1.5 trillion sufficient to support multiple themes [2]
和讯投顾黄儒琛：赚钱效应至少可持续至周四，7月行情值得期待
He Xun Wang·2025-07-01 00:20