策略| 如预判反弹，牛市一直在！下周继续关注新能源！

Core Viewpoint - The market is experiencing a rebound, with the Shanghai Composite Index recovering to 3800 after a period of decline, driven by strong buying activity in the technology and new energy sectors [1][2]. Market Analysis - The Shanghai Composite Index has broken through the strong resistance level of 3700 and is expected to target 4000 in the medium term [2]. - Other sectors, apart from the main technology focus, are still at low levels and have a demand for rebound [3]. - Continuous expectations for a decrease in the US dollar interest rates are leading to sustained foreign capital inflow into the Chinese market [4]. - The ongoing decline in the 30-year Treasury ETF is causing funds to flow from the bond market into the stock market [5]. Sector Performance - New Energy: Initiated on August 29, this sector has shown significant strength, with a notable increase in lithium battery stocks due to a 68% year-on-year increase in shipments and upcoming key projects in solid-state batteries [9]. - Cyclical Metals: Started on September 1, this sector is experiencing moderate recovery, driven by expectations of US Federal Reserve interest rate cuts, which have weakened the dollar and attracted global capital [10][11]. - Consumer Sector: Launched on September 4, this sector is showing weak divergence, with government policies aimed at boosting consumption. However, the sector's performance is currently under scrutiny due to low trading volumes [12]. Investment Strategy - The focus is on low-position institutional rebound opportunities, particularly in the new energy sector, which is expected to become the new mainline direction [8]. - The technology sector is currently in a divergence phase, and investors are advised to monitor volume and price movements before making new investments [13].