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只是假摔!系好安全带!周四,A股走势分析
Sou Hu Cai Jing·2025-07-30 12:30

Group 1 - The core viewpoint is that the market sentiment is negative despite the Shanghai Composite Index reaching new highs, indicating a disconnect between index performance and individual stock performance [1][3]. - The Shanghai Composite Index has rebounded by 600 points, suggesting that those investing in index funds are likely to see profits due to the overall rise in indices [4]. - The market is expected to continue its upward trend, with sector rotation driving the index higher, particularly in banking, liquor, and insurance sectors [6]. Group 2 - The strategy discussed is focused solely on index investment, which may not be suitable for all trading styles, emphasizing that those aligned with this strategy have seen significant gains this year [8]. - The market's rhythm is independent of individual opinions, and the performance of key stocks in sectors like liquor and banking is crucial for index movements [6]. - The commentary suggests that the index's strength is not affected by the performance of individual stocks, as the major weight stocks constitute a small percentage of the total market [3][6].