“眉飞色舞”！A股延续调整，下周怎么布局?

Market Overview - A-shares continued to show a slight decline with the Shanghai Composite Index down 0.3% to 3820.09 points and the ChiNext Index down 0.16% to 3091 points, indicating a trend of shrinking trading volume and narrow fluctuations [2][3] - The trading volume decreased to 2.35 trillion yuan, reflecting a significant profit-taking effect in the market, with 1910 stocks rising and 3404 stocks falling [3][5] Sector Performance - The coal sector rose nearly 2%, while the non-ferrous metals, construction materials, and social services sectors saw gains of over 1% [5][6] - Conversely, the automotive sector fell nearly 2%, with the pharmaceutical, computer, and non-bank financial sectors also experiencing declines [7][9] Investment Sentiment - Market participants indicated that the weakness in A-shares was primarily due to profit-taking and normal sector rotation rather than systemic panic, suggesting that the upward momentum may gradually recover [1][10] - Analysts expect the short-term adjustment before the National Day holiday to be nearing its end, with a potential upward trend post-holiday [11][12] Strategic Insights - Investment strategies should focus on technology sectors (AI, semiconductors) as offensive positions, while pharmaceuticals and new consumption sectors can serve as defensive plays [10][12] - The market is anticipated to maintain a "structural market" rather than a broad bull market, with recommendations for investors to balance defensive and growth strategies [11][12]