Market Overview - The market experienced a rise towards 3500 points but subsequently retreated, indicating increased sector rotation opportunities [1] - The overall market trend remains upward despite short-term fluctuations, with technical indicators showing signs of recovery [1] Trading Volume and Market Sentiment - After several days of reduced trading volume, the market is expected to stabilize next week following the central bank's net liquidity withdrawal [2] - Investors are advised to maintain a calm mindset and exercise patience during periods of market consolidation, focusing on sectors with strong performance and solid earnings [2] Sector Performance - The banking sector has played a crucial role in stabilizing the market index, with financial stocks showing notable activity [2] - Other sectors, including energy, metals, and previously underperforming sectors like steel and coal, are experiencing technical rebounds, indicating a strengthening sector effect [3] Investment Strategy - The overall market trend is expected to continue upward, supported by policy and capital [3] - Investors should focus on identifying potential opportunities within sectors like steel and photovoltaics, while monitoring company announcements and industry changes [3]
和讯投顾韩东峰：银行板块持续稳定盘面，冲高逼近3500点后回落，板块轮动机会增加
He Xun Cai Jing·2025-07-04 10:14