天赢居：节前持股为主

Group 1 - The overall market is in a "slow bull accumulation" phase, with a target of 4260 after a 55-day consolidation period, aiming to challenge the upper boundary of the slow bull market [1] - The daily structure shows a clear pattern, with a rebound confirmed after a 7-day decline, indicating a potential third peak at 4018, supported by the 21-week moving average at 3848 [1] - The market is characterized by a "sideways oscillation" with a focus on holding positions until the upper boundary is reached, suggesting a strategy of "holding with the trend" [1] Group 2 - The hourly level indicates a strong trend but is prone to short-term fluctuations, with a need to manage positions carefully before the 5-hour and 8-hour moving averages cross [2] - The next key time node is January 5, with expectations of either a "volatile rise or strong sideways digestion" before the holiday, emphasizing the importance of managing positions rather than predicting peaks [2] - The main strong sectors are "non-ferrous metals and technology hardware," with a focus on sectors like drones, aerospace, and satellite navigation, indicating internal rotation rather than a style switch [2] Group 3 - Defensive sectors such as forestry, retail, and agriculture can act as stabilizers during market consolidation, reflecting a common method of managing divergences without deep corrections [3] - Three actionable rules are provided: prioritize holding positions before the holiday, protect profits if high stocks break key moving averages, and focus on internal rotation within strong sectors [4]