帮主郑重：沪指创新高成交额近2万亿，下周就抓科技主线不跑偏

Core Insights - The market is experiencing a significant rally, with the Shanghai Composite Index reaching a ten-year high and trading volume approaching 2 trillion yuan, indicating strong investor sentiment [1][3] - The technology sector, particularly in storage chips and computing hardware, is driving this rally, supported by genuine demand from the digital economy and AI applications [3] Market Performance - Over 3,000 stocks have risen, with technology stocks showing particularly strong performance, including companies like Purun and Jiangbolong in storage chips, and Zhongji Xuchuang in computing hardware [3] - Conversely, sectors such as coal, real estate, and local Shenzhen stocks have declined, attributed to either the end of short-term speculative trading or lack of sustained earnings support [3] Investment Strategy - Investors are advised to focus on the technology sector while avoiding high-priced stocks; if core segments like computing and storage experience a pullback to near the 10-day moving average without fundamental issues, gradual accumulation is recommended [3] - It is crucial to steer clear of short-term speculative stocks that lack fundamental backing, as attempting to bottom-fish in these areas may lead to losses [3] Market Outlook - The current high-volume rally suggests that the main trend will likely continue, but maintaining a disciplined approach to market fluctuations is essential [3] - Continuous monitoring of the main sectors is advised, with updates to be provided as market conditions evolve [3]