英大证券：金点策略晨报-20240829

Market Overview - The A-share market is experiencing low trading volume, with total trading volume below 500 billion yuan, indicating a cautious market sentiment and potential for "low volume leading to low prices" [1][4] - The Shanghai Composite Index closed at 2858.20 points, down 3.99 points, a decrease of 0.14%, while the Shenzhen Component Index fell by 20.23 points, down 0.42% [2] Sector Performance - The pharmaceutical sector, particularly COVID-19 drug-related stocks, saw significant gains, driven by rising infection rates and potential for a market rebound [2][3] - Environmental protection stocks became active following the release of government policies aimed at promoting green transformation, with targets set for the industry to reach a scale of approximately 15 trillion yuan by 2025 [2][3] - The real estate sector faced a pullback after a previous surge, with ongoing sales data showing no significant improvement despite favorable policy adjustments [3] Investment Strategy - Investors are advised to focus on short-term trading opportunities and consider high-dividend quality stocks that may attract capital [3] - The report suggests that the market may see a rebound as domestic policies continue to support economic recovery, with a focus on identifying quality stocks during market fluctuations [3][4]