明天11.28的预判出来了,不管你有没有持仓,请务必听我一句!
Sou Hu Cai Jing·2025-11-27 14:26

Market Overview - A-shares exhibited a strong divergence today, with technology stocks surging in the morning and weight stocks rebounding in the afternoon, indicating a tug-of-war between bulls and bears [1][2] - The market is currently cautious, with a lack of significant trading volume, suggesting that investors are hesitant to chase higher prices, which benefits the relatively undervalued Shanghai main board [1][2] Sector Performance - The technology growth sector saw funds flow out in the afternoon, shifting towards sectors with policy support and reasonable valuations, benefiting the weight stocks while putting pressure on the ChiNext [1] - The consumer electronics sector experienced a strong rise due to the launch of Huawei's Mate80 series, while solid-state battery concepts also gained momentum, although they retreated after reaching highs [1] Technical Indicators - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index are all below their 60-day moving averages, facing significant pressure [2] - The ChiNext Index, despite recovering from last Friday's losses, has not yet surpassed key moving averages, leading to greater selling pressure [2] Economic Indicators - The Federal Reserve's Beige Book indicated a further decline in U.S. consumer spending, with some companies warning of increased risks of economic activity slowing in the coming months, raising expectations for a December rate cut to 85% [2] - Although this positive news initially boosted the market, the late-session sell-off highlighted that external positives could not offset internal pressures, maintaining fragile market confidence [2] Future Outlook - The current market volatility and divergence are not necessarily negative, as the rise in technology growth stocks suggests that positive news can have a stimulating effect, even if the overall atmosphere remains subdued [3] - Short-term fluctuations are expected to continue, with the market awaiting further positive news, while a long-term bullish outlook remains intact, with aspirations to challenge the 4000-point mark [3]