Market Overview - The current market is exhibiting a fragmented state, with the Shanghai Composite Index showing a rebound after a dip, while the ChiNext Index is experiencing significant gains and an upward shift in its prosperity line [1][2] - The Shanghai Composite Index has a critical support level at 3491 points, which, if not breached, could lead to a market rebound; however, it has fallen below this level [1] - The ChiNext Index's prosperity line has risen to 2189 points, indicating a strong performance despite the overall market fragmentation [1] Investment Strategy - In a fragmented market, individual stock performance should take precedence over broad market trends; stocks aligned with the Shanghai Composite Index that breach a 30-minute support level should be considered for reduction or exit [1] - Conversely, stocks aligned with the ChiNext Index that do not show significant adjustment signals should be held [1] - The strategy emphasizes maintaining positions in stocks as long as they do not breach critical support levels [1] Sector Focus - The current market environment makes it difficult to see widespread gains or losses, necessitating a focus on position control and sector-specific strategies [2] - The focus is on the ChiNext and Shanghai Composite Index, with a cautious approach towards the Sci-Tech 50 sector [2] - Resource and financial sectors within the Shanghai Composite Index may face a 5-day adjustment period, while the brokerage sector's performance will depend on whether they breach key support levels [2] - Sectors such as silicon energy and photovoltaics should be held if they do not breach critical support platforms [2]
和讯投顾王帅:创业板放量大涨,防守线上移了?