帮主郑重午评：低开高走藏玄机，CPO爆发后午后这么操作更稳妥

Market Overview - The market opened lower but gradually rose, with the technology sector performing well, while military and aerospace stocks showed weakness [1][3] - The three major indices were all in the green, with the Shanghai Composite Index up by 0.14%, and the Shenzhen Component and ChiNext Index showing stronger gains, with the latter approaching a 3% increase [3] Sector Performance - The CPO sector experienced a significant surge, with Long光华芯 hitting the daily limit up of 20%, and 中际旭创 rising over 14% [3] - Other active sectors included influenza and semiconductors, with stocks like 粤万年青 and 华人健康 also reaching the daily limit up [3] - Conversely, military and commercial aerospace stocks faced declines, with 江龙船艇 dropping over 9% and 中际防务 hitting the limit down [3] Trading Volume and Market Sentiment - The trading volume was approximately 1.1 trillion yuan, down by over 300 billion from the previous day, indicating a reduction in selling pressure and a focus on quality stocks [4] - The decrease in volume is seen as a positive sign for long-term investors, suggesting a shift towards value rather than speculative trading [4] Investment Strategy - Investors holding strong sectors like CPO and semiconductors are advised to lock in profits and avoid chasing high prices, while those in military and aerospace should remain calm as the long-term fundamentals remain intact [4] - The influenza sector is viewed as event-driven, suitable for short-term attention but not recommended for long-term holding [4]