A股企稳回升 主力资金大幅抄底

Market Overview - A-shares have rebounded this week, with the ChiNext Index surpassing 3000 points and the Sci-Tech 50 Index exceeding 1300 points, while the Shenzhen Component Index frequently approached the 13000-point mark [1] - The total trading volume for the week decreased to 8.68 trillion yuan, marking the lowest level in over four months [1] Capital Flow - Margin traders added over 9.8 billion yuan to A-shares this week, with the electronics sector receiving over 5.6 billion yuan in net purchases and the communications sector over 4.5 billion yuan [1] - Major funds showed significant bottom-fishing behavior, with most Shenwan first-level industries experiencing net inflows, particularly electronics with over 58 billion yuan and communications with over 37 billion yuan [1] Sector Performance - The non-bank financial sector saw a net sell-off of nearly 1.7 billion yuan, while sectors like pharmaceuticals, electric equipment, and home appliances also faced net selling exceeding 100 million yuan [1] - The 6G concept has gained market attention, with the sector index rising 8.44% over five consecutive days, nearing its historical peak [2] Future Outlook - Ping An Securities suggests that the market is currently in a high-level oscillation phase, with improved safety margins after a short-term correction, and emphasizes the importance of policy signals from upcoming domestic meetings [2] - The Ministry of Industry and Information Technology has highlighted the acceleration of 6G technology development, with over 300 key technologies reserved for 6G [3]