Market Overview - The A-share market is experiencing fluctuations, with uncertainty about its direction following a brief rally [1] - The current market position allows for both upward and downward movements, indicating a lack of clear trends [1] - The concept of "not trading" is highlighted as a valid strategy, emphasizing the psychological aspect of trading [1] Real Estate Sector - A positive development in the real estate sector is noted, with Dongguan announcing subsidies for home purchases, capped at 30,000 yuan [1] - Concerns are raised about the broader implications for other cities if even a new first-tier city like Dongguan faces real estate challenges [1] CRO Sector - The CRO (Contract Research Organization) sector continues to decline, with previous fluctuations allowing for potential short-term gains [2] - A cautious approach is advised, as the risk of being trapped in a downturn is significant, leading to a focus on larger, more sustainable profits [2] Alcohol Industry - The white liquor industry is also experiencing a downturn, with sales not showing significant improvement during the holiday season [2] - The shift in market dynamics is noted, with high-tech industries now being favored over traditional sectors like alcohol, which once enjoyed high margins [2]
继续震荡,也许A股是累了!
Sou Hu Cai Jing·2025-09-26 07:17