Market Overview - The U.S. Federal Reserve's minutes highlighted inflation risks, leading to mixed performance in the stock market, with the Dow Jones up 0.04%, Nasdaq down 0.67%, and S&P 500 down 0.24% [1] - In the A-share market, major indices rebounded in the afternoon, with the Shanghai Composite Index and Shenzhen Component Index rising by 1.04% and 0.89% respectively, while the ChiNext Index saw a slight increase of 0.23% [1] - The total trading volume in the A-share market was 2.41 trillion yuan, a decrease of 180.1 billion yuan from the previous trading day [1] Sector Performance - The white liquor sector attracted significant capital flow, driven by government emphasis on enhancing macro policy effectiveness and stimulating domestic consumption [2] - The semiconductor, optical electronics, and automotive sectors saw the highest net inflows, while the chemical pharmaceuticals, software development, and IT services sectors experienced the largest net outflows [10][6] Investment Strategy - The market sentiment remains strong, with a recommendation to buy on dips while being cautious about high-low switching strategies [8] - Focus areas for investment include non-bank financial sectors such as securities, multi-financial, and internet finance, as well as technology sectors like AI, robotics, and traditional consumption [9][11] Technical Analysis - The Shanghai Composite Index is on an upward trend, supported by the 5-day moving average, with MACD indicators showing a bullish trend [13] - The ChiNext Index also shows signs of recovery, supported by the 5-day moving average, indicating potential for continued upward movement [13]
四川大决策投顾 ：不惧扰动逢低做多 但需注意高低切换
Sou Hu Cai Jing·2025-08-21 01:14