大震荡！关键时间节点上市场行情将如何切换？

Core Viewpoint - The article discusses the current state of the stock market, emphasizing that despite recent volatility, the bull market is still ongoing and investors should not panic. It highlights the importance of sector rotation and identifies potential investment opportunities within the technology sector and other low-performing areas [1][2][17]. Market Dynamics - The market has experienced increased volatility since last week, which is a normal reaction following a continuous rise in indices [2]. - There is still an influx of incremental capital into the market, with significant household savings poised to enter [3][5]. - As of July, household deposits reached 160 trillion, indicating a relatively high level compared to past bull markets [8]. Government and Institutional Support - The government currently shows no intention to suppress the stock market, contrasting with the 2015 bull market when strict measures were implemented [15]. - The government has been actively buying to support the market, which has helped maintain index stability [15][17]. Sector Rotation and Investment Opportunities - The article predicts that sector rotation is inevitable, with past trends showing that popular sectors often experience corrections [18]. - Current hot sectors include AI computing and robotics, which are expected to see continued interest despite potential short-term adjustments [19][20]. - Other sectors such as consumer goods and non-bank financials are also highlighted as potential areas for investment, especially with upcoming policy changes and seasonal factors [21]. Investment Strategy - Investors are advised to focus on core stocks with strong industry logic rather than chasing smaller, less established stocks [21]. - A suggested strategy is to maintain a stable portfolio of key stocks to better manage market fluctuations, as the bull market is expected to continue [22].