投顾观市：光伏领涨，轮动之下涨幅人人有份？

Group 1 - The core viewpoint is that the A-share market is approaching 3500 points, indicating a strong bullish trend, and investors are advised to adopt a medium-term bullish strategy while ignoring short-term noise [1] - The current market trend is characterized by sector rotation, offering investors two choices: actively chase market trends or patiently wait for their selected stocks to gain momentum [1] - There is an expectation of macroeconomic recovery driven by anti-involution and liquidity easing, suggesting that even underperforming sectors like real estate and liquor may rebound in the future [1] Group 2 - The best-performing sector today is the photovoltaic sector, which has positively influenced the ChiNext index, indicating a potential shift in market direction tomorrow [1] - Consumer-related sectors such as liquor, retail, and consumer electronics are expected to perform steadily, with a likelihood of continued performance tomorrow [1] - The primary market logic currently revolves around anti-involution, prioritizing the speculation of resource and equipment stocks, with a potential downstream transmission of market trends after these sectors have rotated sufficiently [1] Group 3 - The most important keyword for the week is "performance," highlighting that high-performing stocks may not continue to rise, while low-performing stocks with good future prospects are likely to increase [2] - Stocks with poor current performance but good future expectations may also see price increases, whereas stocks with good current performance but poor future expectations may face declines [2] - Investors are encouraged to make more informed decisions by considering performance metrics and market expectations [2]