Group 1 - The A-share market showed a strong upward trend on Tuesday, with sectors such as communication equipment, electronic components, gaming, and semiconductors performing well, while shipbuilding, aviation, agriculture, and aerospace sectors lagged behind [1] - The market volatility increased due to fluctuating expectations of a Federal Reserve interest rate cut, leading some institutional investors to lock in annual returns and rankings [1] - The long-term fundamentals supporting the current A-share rally remain unchanged, with expectations that the Shanghai Composite Index will consolidate around the 4000-point mark [1] Group 2 - The A-share market continued its rebound on Tuesday, with a slight increase in trading volume, indicating a warming market sentiment, although it is still viewed as a correction from oversold conditions [2] - Technical analysis shows that despite two consecutive days of gains, the market has not yet recovered the losses from the previous Friday, and trading volume has not exceeded that of last Friday [2] - The market is expected to face pressure from tightening overseas liquidity and geopolitical risks, which may suppress market sentiment and affect the willingness of new capital to enter [2]
【机构策略】支撑本轮A股上涨的基础并未发生转变