帮主郑重10月24日盘前策略：A股长阳反击，关键点位定去留！

Core Viewpoint - The recent strong rebound in the A-share market has restored investor confidence, with a significant upward movement observed after a period of uncertainty [1] Market Analysis - The market is at a critical juncture around the 3923-point level, with a closing at 3922 points indicating a potential breakout if it surpasses 3927 points, targeting approximately 3938 points. Conversely, a drop below 3912 points could lead to a retreat towards the 3900-point mark [3] - Despite a decrease in trading volume to 1.66 trillion, there are signs of positive sentiment as financial stocks showed strength towards the end of the trading day, indicating that funds are beginning to accumulate shares at lower prices. Northbound capital is also showing a warming trend, while domestic institutional selling pressure has lessened [3] - There are two main investment themes: one is the policy-supported sectors, such as Shenzhen state-owned enterprises and coal stocks, which are likely to maintain short-term momentum; the other is the recovery opportunities in oversold growth stocks, particularly in technology sectors like semiconductors and AI hardware, which may rebound quickly as market sentiment improves [3] Investment Strategy - Three potential scenarios for investment strategy are outlined: 1. If the market breaks above 3938 points with volume, increase positions to 60-70%, focusing on financial stocks and well-corrected tech leaders [4] 2. If the market fluctuates between 3912 and 3938 points, maintain a 50% position, targeting sectors with strong earnings support like coal and state-owned enterprises [4] 3. If the market falls below 3900 points, reduce positions to below 30% and wait for more stable opportunities [4] - The market is expected to experience volatility, and long-term investment success relies on maintaining quality stocks during fluctuations and seizing opportunities during periods of fear [4]