三大指数齐收阳，下个爆点浮出水面？

Market Overview - The A-share market exhibited a strong recovery with a "high opening, fluctuating, stabilizing in the afternoon, and increased volume at the close" [1] - By the end of trading on December 1, the Shanghai Composite Index rose by 0.65% to 3,914.01 points, the Shenzhen Component Index increased by 1.25% to 13,146.72 points, and the ChiNext Index gained 1.31% to 3,092.50 points [2] Technical Analysis - The Shanghai Composite Index successfully surpassed the 60-day moving average (3,885-3,890) and approached the 3,930 gap area; the ChiNext Index broke through the 3,050 resistance level, with a MACD golden cross about to be established [3] - The market's volume increased to over 1.8 trillion, indicating a shift from "low-position ambush" to "main line attack," with the potential to challenge the 3,930 gap [4] Industry and Hotspot Capture - AI hardware on the edge experienced a significant surge, driven by the launch of the "Doubao mobile assistant" and Huawei's "Hanhai" AI toy, with global smart glasses shipments increasing by 64% year-on-year [5] - Industrial metals saw strong gains, with copper prices breaking through $11,200 and silver reaching new highs, prompting a re-evaluation of resources [5] - Companies such as Jiangxi Copper, Yunnan Copper, and Zijin Mining saw substantial increases, as funds viewed metals as dual-attribute assets against inflation and new productive capacity [5] Forward Strategy - The Shanghai Composite Index's 3,930 gap is a critical point; if it breaks through with sustained volume, the market may accelerate; however, if it peaks and retreats, short-term profit-taking pressure may arise [6] - Maintaining a volume level above 1.8 trillion indicates strong recognition from incremental funds; a rapid decline could lead to structural rotation [6] - A short-term strategy of "main line rotation, high-low switching, and rhythm adjustment" is recommended to rationally respond to market fluctuations [7]