帮主郑重：午盘震荡，个股普涨！市场在玩“跷跷板”？

Core Viewpoint - The market is experiencing a structural shift from a "disorderly broad rise" to a "structured market" where funds are moving towards sectors with clear policy support and performance growth, indicating a healthy market adjustment [4][5]. Group 1: Market Dynamics - The market is currently characterized by a split, with over 3,300 stocks rising while major indices like the ChiNext Index and Shanghai Composite Index show mixed performance, indicating a "seesaw" effect in fund allocation [1][2]. - Sectors that previously saw excessive growth, such as AI applications and CPO, are undergoing significant corrections, with many popular stocks hitting their daily limit down [3][4]. Group 2: Key Sectors - The electric grid equipment sector is experiencing a surge, driven by a substantial investment plan from the State Grid, which anticipates fixed asset investments of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan [3][4]. - Precious metals are benefiting from geopolitical tensions and risk-averse sentiment, while the tourism and hotel sector is seeing positive trends due to the upcoming Spring Festival and improving booking data [3][4]. Group 3: Investment Strategy - Investors are advised to focus on sectors with long-term policy backing, such as electric grid equipment, which offers opportunities for deeper exploration of core segments and quality companies [4]. - Caution is recommended for high-flying stocks that have seen significant price increases but are yet to deliver corresponding earnings, as these may face further adjustments [4]. - Balanced allocation is encouraged, with attention to sectors that may attract new capital as funds rotate out of overvalued areas, particularly in consumer and pharmaceutical niches that may be poised for recovery [4].