Group 1 - The Shanghai Composite Index is approaching the critical resistance level of 3500 points, and a breakthrough is necessary for a new market trend to emerge [1][5] - A bullish sentiment is observed in both A-shares and H-shares, with potential for further gains in sectors like liquor [1][5] - The market is characterized by differing perspectives among investors, with those holding light positions hoping for a decline, while heavily invested individuals anticipate a rise [1][3] Group 2 - The index needs to achieve a significant upward movement beyond 4000 points to stabilize above 3500, indicating a structural issue of oscillating upward trends [3][5] - A slow bull market is expected, with fluctuations and sector rotations rather than a one-sided increase, as the index has reached 3500 despite widespread bearish sentiment [3][5] - The upcoming market shift could lead to a substantial rise in the index if sectors like liquor, securities, and real estate rebound simultaneously [5][6] Group 3 - The current market dynamics suggest that low-cost entry and long-term holding (around 1000 days) are essential strategies for investors [5][6] - Various sectors, including pharmaceuticals, photovoltaics, liquor, real estate, and securities, are at a cyclical low, with only the securities sector showing signs of recovery [5][6] - The market operates on the principle of speculation on expectations, where less favored stocks are more likely to experience upward movement [5][6]
没有意外,A股要迎来新一轮变盘了
Sou Hu Cai Jing·2025-07-08 05:58