帮主郑重午评：指数“拧巴”，个股普涨！这种“分家”行情下怎么操作？

Core Viewpoint - The market is currently in a "light index, heavy structure" golden window period, indicating a shift in focus from overall index performance to individual stock selection and sector rotation [3]. Group 1: Market Trends - The market shows a divergence where the Shanghai Composite Index slightly increased while the Shenzhen Component and ChiNext Index declined, yet over 3,600 individual stocks rose, indicating a structural market characteristic [1]. - The morning's hot sectors include pharmaceutical commerce stimulated by early fiscal fund allocation, commercial aerospace with clear industry trends, and military electronics rebounding after adjustments, all driven by independent short-term or long-term logic [3]. Group 2: Investment Strategy - The strategy suggests focusing on strong sectors like pharmaceutical commerce and commercial aerospace, observing the strength of leading stocks and their follow-up effects, while avoiding chasing stocks at emotional peaks [4]. - For sectors that follow index adjustments but have unchanged industry logic, close monitoring is advised, especially if leading stocks show signs of stability and increased trading volume, indicating potential fund inflow [4]. - It is recommended to decisively abandon weak sectors like brokerage firms and those that are merely reacting to news, as funds will flow towards areas with sustainable logic [4]. Group 3: Stock Selection - The current market environment is seen as an optimal time to test stock selection skills and timing, shifting attention from index fluctuations to sector rotation and individual stock strength [5].