就市论市丨A股迎来突破窗口？哪些优质标的值得关注？

Core Viewpoint - The A-share market is currently in a period of consolidation, digesting performance discrepancies and external disturbances, but the medium to long-term upward trend remains intact, supported by improved performance logic and inflow of incremental capital [1] Group 1: Market Outlook - Short-term market dynamics indicate a phase of oscillation and energy accumulation [1] - The long-term upward trend is reinforced by performance improvements and new capital inflows [1] Group 2: Investment Strategy - A dynamic balance between high-elasticity growth sectors and defensive assets is recommended [1] - The current adjustment period presents an opportunity to invest in quality targets, focusing on sectors with performance certainty such as capacity clearance, AI, pharmaceuticals, and self-sufficiency [1] - Emphasis on capturing undervalued rebound opportunities [1]