Group 1 - The market is experiencing a structural divergence, with funds showing a split risk appetite, leading to a surge in traditional resource assets like gold and oil while tech sectors face pressure [3][4] - The current market behavior reflects a response to global macro uncertainties, with one part of the capital seeking refuge in safe-haven assets and another part remaining cautious or reallocating [3] - The performance of different sectors is expected to continue diverging as long as external geopolitical factors and dollar fluctuations remain unchanged, with gold and resource sectors benefiting from dual expectations of "risk aversion + inflation resistance" [3][4] Group 2 - The afternoon trading strategy should focus on maintaining balance and avoiding chasing high prices, particularly in the resource sectors that are already held [4] - For technology and growth sectors that are currently under pressure, it may be prudent to consider gradual accumulation at lower levels rather than making large investments [4] - Key observations for the afternoon include monitoring the stability of the gold sector and identifying any sectors that may show resilience and recover from declines [4]
高开低走,黄金独秀!帮主午盘拆分化
Sou Hu Cai Jing·2026-01-26 03:53