两大主线集体退潮！盘后传来利好 A股调整到位了吗？

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index dipping below 4100 points during the day, closing down 0.33%, while the Shenzhen Component Index and the ChiNext Index rose by 0.41% and 0.56% respectively [2] - The overall market saw over 3100 stocks decline, with a total trading volume of 2.91 trillion yuan, a decrease of 1.04 trillion yuan from the previous trading day [2] Sector Performance - The semiconductor sector strengthened in the afternoon, while the CPO concept fluctuated upward. The tourism and hotel sector was active, and the non-ferrous metals sector rose [2] - Conversely, sectors such as AI applications and commercial aerospace experienced significant declines, with high-profile stocks collectively retreating [2][3] Market Sentiment and Adjustments - The overarching theme in the A-share market is "cooling down," particularly affecting overheated sectors like commercial aerospace and AI applications, which are experiencing increased probabilities and magnitudes of correction [3] - There is a divergence in opinions regarding the extent and direction of market adjustments, with the Shanghai Composite Index maintaining the 4100-point level but nearing the 10-day moving average [4][6] ETF and Trading Activity - At the market close, the number of stocks hitting the daily limit down reached 71, a recent high, indicating increased selling pressure [8] - Notably, several broad-based ETFs saw significant trading volumes, with the CSI 500 ETF trading over 26.3 billion yuan, setting a historical high [7] Future Outlook - Analysts suggest that the recent "cooling" signals primarily target short-term overperformers rather than negating the overall "slow bull" trend. The market may experience a period of consolidation, with structural opportunities likely to continue [7] - The recent adjustments in monetary policy, including a 0.25 percentage point reduction in various structural monetary policy tool rates, are expected to support economic transformation and optimization [7] - The performance of precious metals, semiconductor chains, and tourism sectors is anticipated to align with the upward trends in policy and industry, suggesting potential for continued profitability [13]