4122只个股收涨！下周A股怎么走？

Market Overview - A-shares experienced a mild rebound with 4,122 stocks rising, while trading volume decreased to 1.6 trillion yuan, down from 1.72 trillion yuan the previous day [1][2] - The market sentiment remains cautious, with expectations of continued volatility in the short term, focusing on signals from the Federal Reserve regarding interest rate cuts and the upcoming Central Economic Work Conference [1][10] Sector Performance - Steel and agriculture sectors showed strong performance, with both sectors rising by 1.59% [7] - Other sectors such as retail, non-ferrous metals, defense, machinery, and electric equipment also saw gains exceeding 1% [6][7] - Notable individual stocks included Wu Jin Bu Nox (603878), Da Zhong Mining (001203), and Pingtan Development (000592), which hit the daily limit [6] Investment Strategy - Analysts suggest maintaining a position of 50-60% in the market, employing a "defensive counterattack" strategy with a focus on high-dividend, low-valuation defensive sectors like banking, insurance, coal, and utilities [12] - The technology sector, particularly AI and semiconductors, is viewed as a key offensive area for investment, while also considering high-dividend assets to hedge against volatility [12] Economic Indicators - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 86.9%, which could lead to foreign capital inflow and valuation recovery [12] - The upcoming Central Economic Work Conference is expected to provide critical policy signals that could influence market direction [12]