帮主郑重盘前策略 ：4000点临门一脚！冲关时刻盯紧这三条线

Core Viewpoint - The A-share market is at a critical juncture, with the index reaching 3999.07 points, just shy of the 4000-point mark, indicating a mix of anticipation and caution among investors [1][3]. Market Analysis - The market is experiencing a significant increase in trading volume, with a total turnover of 2.34 trillion yuan, suggesting substantial capital inflow [3]. - Key resistance levels are identified between 3990 and 4016 points, with a potential breakout target of 4030 points if the index surpasses 4016 [3]. - A pullback to around 3978 points could indicate a healthy consolidation, while a drop below 3950 points may trigger a short-term correction [3]. Investment Strategy - Three main investment lines are recommended: 1. Technology Growth Line: Focus on sectors like storage chips and AI computing, which are seeing deep capital involvement and have policy support from the "14th Five-Year Plan" [4]. 2. Resource Cycle Line: Emphasize non-ferrous metals and rare earths, as supply-demand dynamics are improving amid a global manufacturing recovery [4]. 3. Defensive Complement Line: Consider large financial institutions like brokerages and banks, which are still undervalued and provide a balance of risk and reward [4]. - It is advised to maintain a cash position of 40-50% to capitalize on potential market corrections, with an increase to 70% if the index breaks 4016 points [4].