Group 1 - The A-share market has accelerated its upward trend, with the Shanghai Composite Index breaking through the 3600-point mark and average daily trading volume rising to 1.86 trillion yuan [1] - The overall market style is characterized by a performance hierarchy: cyclical > growth > financial > consumer sectors [1] - Recent policy announcements and national strategic plans have boosted economic recovery confidence, with the upcoming Politburo meeting expected to play a crucial role in market performance [1] Group 2 - The Jin Ying Fund suggests a balanced allocation to mitigate potential volatility, particularly in the financial sector due to the upcoming Stablecoin regulations [2] - In the technology growth sector, interest in AI applications and the semiconductor industry is expected to rise following the World Artificial Intelligence Conference [2] - Despite a potential decrease in "anti-involution" enthusiasm due to falling futures prices, related policies are likely to continue, with sectors like photovoltaic and building materials still worth monitoring [2]
金鹰基金：重磅举动轮番出台提振经济复苏信心 A股涨势加速冲关压力位
Xin Lang Ji Jin·2025-07-28 06:16