市场调整，怎么办？明天关注一件大事

Market Overview - The A-share market experienced a collective decline, with the Shanghai Composite Index dropping by 1.76%, and the Shenzhen Component and ChiNext Index falling by 1.43% and 0.69% respectively [1] - A total of 633 stocks rose while 4,764 stocks fell, marking the lowest number of rising stocks since April 8 [1][9] - The market sentiment is shifting, with defensive sectors showing strength and speculative styles changing [1][2] Historical Context - Historical analysis indicates that when the Shanghai Composite Index approaches significant high point connections, it often experiences short-term adjustments [4][5] - Past instances show that adjustments near high points typically do not exceed 1.5% and are followed by recoveries within a few trading days [4][5] Current Market Dynamics - The current market has surpassed both the October 2022 and 2021 peaks, which now serve as support levels [6] - Potential adjustments may either be shallow and prolonged or steep and brief, but the exact nature of the upcoming adjustments remains uncertain [7][8] Sector Performance - Only five sectors saw gains today, with the communication equipment sector rising over 1% while others experienced slight increases [10] - Technology growth stocks, particularly in AI, continue to perform well, with several stocks reaching new highs [10] - The AI sector is identified as the primary theme of the current market, with recommendations to focus on stocks with expected earnings growth and product supply increases [10][11] Investment Strategy - Investors are advised to consider ETF funds related to core sectors during market corrections, as these have historically outperformed the market [12] - Upcoming earnings reports, particularly from Nvidia, are highlighted as significant events that could influence market sentiment and stock performance [11]