市场分析：热门板块回落 A股震荡整固

Market Overview - The A-share market experienced a slight correction and consolidation, with the index facing resistance around 3328 points during the trading session on October 29, 2024 [3][7] - The Shanghai Composite Index closed at 3286.41 points, down 1.08%, while the Shenzhen Component Index closed at 10,543.33 points, down 1.33% [8][7] - The trading volume for both markets reached 21,154 billion, which is above the median of the past three years [3][11] Sector Performance - The computer equipment, optical electronics, and diversified finance sectors showed strong performance, while cultural media, new energy, communication equipment, and internet services sectors lagged [3][7] - Over 80% of stocks in the two markets declined, with industries such as precious metals, automotive services, and engineering machinery seeing gains, while sectors like real estate services and pharmaceuticals faced significant losses [7][10] Investment Recommendations - The average price-to-earnings (P/E) ratios for the Shanghai Composite Index and the ChiNext Index are currently at 14.10 times and 37.05 times, respectively, indicating a suitable environment for medium to long-term investments [3][11] - Investors are advised to focus on short-term opportunities in the computer equipment, optical electronics, and diversified finance sectors [3][11] - The report highlights that the recent policy measures from the central government and the anticipated macroeconomic adjustments are expected to stabilize and boost market confidence [3][11]