帮主郑重：下周A股，紧盯这个关键点位！

Core Viewpoint - The A-share market is experiencing a "slow bull" phase, with current fluctuations indicating a transition from a "general rise" to "structural differentiation" in investment opportunities [5] Market Analysis - The Shanghai Composite Index is engaged in a "tug-of-war" around the 4100-point mark, with recent regulatory measures aimed at cooling down an overheated market [3] - The average stock price across the A-share market has risen for six consecutive weeks, indicating that capital is not retreating but rather reallocating towards sectors with solid fundamentals [3] - Northbound capital recorded a net inflow of 8.6 billion, totaling over 50 billion for the year, primarily flowing into electronics (especially semiconductors) and power equipment [3] Sector Focus - The semiconductor sector is benefiting from global capital expenditure trends and accelerated domestic substitution, with specific attention on storage chips and advanced packaging [4] - The power equipment sector aligns with national policies on new power systems, focusing on high-voltage and energy storage technologies [4] - Commercial aerospace and industrial AI remain long-term investment themes, but investors should focus on companies with core technologies rather than those merely riding trends [4] Defensive Strategies - Investors are advised to consider undervalued "stabilizers" such as banks and insurance companies, which offer attractive dividend yields and stability during market fluctuations [4] - Leading companies in essential consumer goods, particularly in food and beverage, are also recommended as safe havens in a volatile market [4] Market Outlook - The market's ability to maintain support around the 4100-point level, particularly the 10-day moving average, will be crucial for future movements, with a warning of potential adjustments if it falls below 4020 points [3] - The current market environment is conducive to the emergence of high-quality companies' true value, benefiting rational investors [5]