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和讯投顾王帅:沪指站稳3500点,房地产大爆发
He Xun Cai Jing·2025-07-10 12:48

Group 1 - The core viewpoint is that the real estate sector and certain stocks like silicon energy are experiencing significant upward movement, with the Shanghai Composite Index (SHCI) surpassing the 3500-point mark [1] - The focus for the second half of the year should be on the ChiNext and SHCI, which have established a weekly bullish trend, contrasting with the Sci-Tech 50, which has reached a terminal phase [1] - Real estate, finance, and brokerage stocks are identified as key components that follow the SHCI's upward trend, while silicon energy is highlighted as a significant player in the photovoltaic sector [1] Group 2 - The strategy remains consistent, with a focus on the weekly bullish trend of the ChiNext and SHCI, while also discussing the potential for wave trading [2] - The rebound range for the SHCI was noted at 3462 points, and with the index stabilizing above 3500 points, the upward target has been adjusted to 3491 points, indicating ongoing bullish sentiment [2]