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和讯投顾徐斌箐:牛市仍在,但走得慢
He Xun Wang·2025-07-29 00:20

Group 1 - The current market is unpredictable, with unexpected stocks like those in the water dam sector performing well, while core sectors are struggling [1] - The innovation drug sector is showing a strong upward trend, along with PCB and CPU sectors, indicating a more stable performance compared to other areas [1] - The overall market is hovering around the 3600-point mark, suggesting a slow-moving bull market that is causing frustration among investors [1] Group 2 - Two strategies are suggested for investors: either to hold onto promising sectors for the long term or to avoid heavy investments in speculative stocks [2] - Recent trends show that stocks related to the water dam concept are still active, with potential for further movements, while other sectors like the Hainan Free Trade Zone are underperforming [2] - The artificial intelligence sector experienced a decline after initial hype, indicating that timely information and market sentiment are crucial for trading success [2]