震荡行情下，投资者如何持仓布局？

Market Overview - The A-share market has shown a pattern of "sharp decline, rebound" since last week, with a notable pullback on September 9 followed by a rebound on September 10, primarily driven by technology stocks [1][11] - Despite most indices closing in the green, only 2,442 stocks rose, and the trading volume decreased to 2 trillion yuan, indicating limited market confidence [1][2] Technology Sector Performance - Technology stocks rebounded, with the Shanghai Composite Index rising by 0.13% to 3,812.22 points and the ChiNext Index increasing by 1.27% to 2,904.27 points [2][4] - The communication sector performed particularly well, with gains exceeding 3%, and several stocks hitting the daily limit [4][8] - The CPO (Co-Packaged Optics) concept stocks, referred to as "Yi Zhongtian," also saw significant rebounds, with individual stocks like Zhongji Xuchuang rising by 7.16% [9][10] Sector Analysis - The electronic sector saw a rebound of nearly 2%, with multiple stocks reaching their daily limit, indicating strong investor interest [5][6] - Other sectors such as defense, computing, and media also showed positive performance, while traditional sectors like power equipment and steel experienced slight declines [7][12] Investor Sentiment and Strategy - Investor sentiment remains cautious, with a notable shift in capital allocation from high-valuation sectors to those with clearer industry trends and reasonable valuations [11][13] - Analysts suggest that the current market volatility is a result of profit-taking after previous gains, and they expect the market to prepare for the next significant upward movement [11][14] - The focus for investors should be on maintaining a balanced portfolio, emphasizing sectors with policy support and growth potential while avoiding speculative stocks [13][14]