Group 1 - The core viewpoint indicates that the A-share market is experiencing a collective rise, with the ChiNext index leading the gains, and the Shanghai Composite Index successfully breaking through a previous resistance level of 3650.50 points, suggesting a relatively strong short-term market condition [2] - The market is characterized by abundant liquidity and high trading sentiment, indicating a healthy overall operational state, with short-term fluctuations potentially building momentum for future trends [2] - Structural differentiation is observed in the market, with previously popular sectors at relatively high levels, suggesting that the pace of sector rotation may accelerate, making it crucial to seize structural opportunities [2] Group 2 - The A-share market is showing a "volume and price rise" trend, continuing its upward trajectory, with short-term potential for further gains, although attention should be paid to the rotation rhythm among thematic sectors [2] - Mid-term factors such as anti-involution policies and demand-side policies are expected to significantly influence market heights, with a recommendation to maintain a high equity market position as long as the broad market index does not show significant breakdowns [2]
开盘：三大指数小幅高开 电子化学品板块涨幅居前
Xin Lang Cai Jing·2025-08-12 02:11