Core Viewpoint - The market has returned to the 3600-point level, indicating a potential new round of market activity, but currently remains in a rotational bull phase [1] Market Analysis - The current market is characterized by a rotational bull state, with different sectors experiencing varying levels of performance, such as the financial sector gaining momentum while the innovative drug sector saw a pullback [1] - The market has not yet fully synchronized, suggesting that a broader rally may still be awaited [1] Investment Strategy - Both retail and institutional investors are primarily focused on arbitrage opportunities, with existing price differentials indicating potential for profit [1] - The main capital has not yet fully engaged in arbitrage, as significant volume and accelerated price increases are necessary to attract more following investors [1] - A breakthrough in the market is contingent upon establishing a solid foundation of increased trading volume and price acceleration [1]
和讯投顾吴钰莹:指数重回3600点,轮动牛愈演愈烈!
He Xun Cai Jing·2025-07-29 14:36