和讯投顾王佳楠：3500牛市起点or高位出货？

Group 1 - The current market sentiment is mixed, with some believing that the 3500-point mark is the start of a bull market, while others see it as a signal for high-level selling by major players [1] - There is no systemic risk present in the market, attributed to an unprecedented asset allocation shortage in the domestic market [1] - Traditional investment channels such as real estate, gold, and government bonds are losing their allocation value, with real estate facing potential downward pressure [1] Group 2 - The stock market and capital market are becoming the primary reservoirs for funds due to the narrowing investment channels [1] - Investors are encouraged to adopt a "buy on small dips, buy more on large dips" strategy to seize market opportunities [1] - For stock-focused investors, monitoring trading volume is crucial, with a stable trading volume of around 1.5 trillion yuan being a positive indicator for wave operations and sector rotation [1] Group 3 - The solid-state battery sector experienced a slight increase, while the photovoltaic sector saw a pullback after a rise [2] - Long-term prospects for both solid-state batteries and photovoltaics remain positive [2] - Attention is drawn to the semiconductor sector, particularly in subfields like photolithography machines and photolithography adhesives, which may present rotation opportunities [2] Group 4 - The domestic AI infrastructure construction is expected to accelerate with the supply of NVIDIA graphics cards, which will benefit related domestic computing power concept stocks [2] - Investors are advised to patiently wait for the emergence of this trend for potential investment opportunities [2]