指数有点“绷不住了”！上涨后的回调要小心，还有哪些投资机会？

Group 1 - The A-share market is expected to continue a trend of oscillating upward, but short-term volatility risks should be monitored. The market is currently supported by active trading and rising policy expectations [1] - In the short term, attention should be paid to rebound opportunities, while the medium to long-term focus should be on three main lines: the "anti-involution" concept driven by improved supply-demand dynamics and industry profit recovery, undervalued dividend assets, and the domestic consumption sector supported by policy [1] - The technology self-reliance direction, including AI, robotics, semiconductors, and military industries, is expected to benefit from the rapid development of domestic high-tech industries [1] Group 2 - The express delivery industry is accelerating its "anti-involution" efforts, with several companies in key e-commerce regions raising delivery fees, indicating a shift from price competition to value competition [3] - The real estate sector is showing signs of recovery, with market sentiment stabilizing and policy measures being implemented to support the sector, particularly for leading companies with strong operational performance [3] - The banking sector's investment logic is shifting from "pro-cyclical" to "weak-cyclical," with a focus on high dividend yields and regional banks with strong certainty [5] Group 3 - The short-term market trend is strong, with no significant increase in incremental capital entering the market, indicating a stable earning effect [7] - The Shanghai Composite Index is in a range-bound situation, with foreign capital showing strong interest in Chinese assets, particularly in technology sectors, which are becoming essential in global investment portfolios [9] - The ChiNext Index is showing signs of indecision, suggesting a potential shift in direction, especially with upcoming US-China talks that may influence market dynamics [9]