财富通每日策略

Market Performance - The market experienced slight adjustments, with the Shanghai Composite Index closing below 3000 points at 2998.14, down 0.24% [14] - The Shenzhen Component Index closed at 9064.84, down 0.04%, while the ChiNext Index fell by 0.39% to 1755.88 [14] - The market saw a total trading volume of 619.6 billion, marking the second lowest volume of the year [16] Future Outlook - The report indicates that the market's recent adjustments are influenced by both domestic and international factors, including a lack of synchronized improvement in domestic and external demand and ongoing trade disputes among major economies [16][17] - The report highlights that the issuance of special bonds and long-term treasury projects is expected to support infrastructure investment, providing some stability to domestic demand [16] - The report suggests that the "New National Nine Articles" and "Eight Articles of the Science and Technology Innovation Board" will enhance the attractiveness of the science and technology sector, with a focus on manufacturing, high dividend yields, and new productivity [16] Sector Analysis - The report notes that construction materials, construction decoration, automotive, environmental protection, and communication sectors showed positive performance, while food and beverage, coal, and social services sectors faced declines [14] - The report emphasizes the potential for technology growth driven by the "Science and Technology Innovation Board" and suggests that the technology sector may continue to perform well in the short term [16]