和讯投顾朱宇菲：牛市不言顶，震荡是为了走得更远

Core Viewpoint - The market experienced a planned "rhythm adjustment" with a drop of over 40 points, primarily driven by the banking sector's actions, indicating a strategic move to stabilize market momentum rather than a sign of a market peak [1][1][1] Group 1: Market Dynamics - The banking sector initially showed strong performance, pushing the index above 3550 points, but faced selling pressure as retail investors increased their buying enthusiasm, leading to a necessary correction [1][1] - The main strategy observed is a "high-low switch," where large-cap stocks that had previously risen significantly are undergoing a correction, while small-cap stocks are gaining attention from funds, aiming to balance the market and maintain activity [1][1][1] Group 2: Future Outlook - The upcoming week is expected to see continued adjustments, with a focus on the "high-low switch" strategy, suggesting that investors should avoid overbought large-cap stocks while considering small-cap stocks with solid fundamentals and potential for recovery [1][1] - The message emphasizes that in a structural bull market, fluctuations are normal and should be viewed as opportunities to position for future gains, rather than signals of a market top [1][1][1]