【机构策略】本轮A股慢牛行情的根基并未动摇

Group 1 - The A-share market showed signs of recovery on Monday, with a decrease in risk appetite reflected in lower trading volumes and a preference for low-priced stocks [1][2] - The technology sector experienced adjustments, while other major sectors showed limited sustainability, indicating cautious attitudes towards high valuations [1] - Despite short-term fluctuations, the foundation for a slow bull market remains intact due to global tech investment enthusiasm and supportive policies [1] Group 2 - The A-share market saw a slight increase in all three major indices, with notable performances in the thorium molten salt reactor concept and the Hainan Free Trade Port [2] - There was a noticeable shift of funds from high-valuation growth stocks to low-valuation blue-chip stocks, as evidenced by the contrasting performances of the Shanghai Composite Index and the ChiNext Index [2] - The market is expected to continue its upward momentum towards the 4000-point mark, but individual stock movements will require close monitoring [2]