美股闪崩！A股投资者的应对思路

Group 1 - The core driver of the A-share market trend is internal factors, with external shocks only causing fluctuations [2][4] - After the policy measures implemented on September 24, 2024, the A-share market began an upward trend, with daily trading volume increasing from less than 500 billion to 3 trillion [2][4] - The two main sources of internal driving force are policy support, such as interest rate cuts and structural monetary tools, and significant capital inflow, with margin financing balances exceeding 2 trillion, a ten-year high [4][6] Group 2 - The A-share market is expected to face pressure next week, with potential stabilizing sectors identified as banks and power companies, which are considered dividend assets [6][8] - In terms of hedging, sectors like rare earths, military, and agriculture are preferred, while semiconductor stocks may have limited hedging value due to previous gains [10] - The technology sector, particularly in AI, domestic chips, and robotics, is highlighted for its high elasticity and potential for significant price movements [12][14] Group 3 - The upcoming "14th Five-Year Plan" is anticipated to provide clearer policy support for technology stocks, leading to increased market speculation [13] - Despite potential short-term adjustments, the long-term trends driven by macroeconomic and industry logic remain intact, presenting opportunities for investors [16]