英大证券：金点策略晨报—每日报告-20241126

Market Overview - The report indicates that short-term fluctuations do not affect the medium-term positive outlook for the market, despite existing risks such as weak performance in heavyweight sectors and shrinking trading volume [1][6][7] - On Thursday, major indices opened lower and experienced weak fluctuations, with the Shanghai Composite Index closing at 3370.40 points, up 2.41 points, a 0.07% increase [2][3] Sector Performance - The report highlights that the controlled nuclear fusion concept stocks surged due to positive news regarding a domestically developed testing platform, which confirmed the feasibility of a new magnetic field configuration [3][4] - Precious metals saw an increase driven by geopolitical tensions, particularly the escalating Russia-Ukraine situation, prompting investors to seek safe-haven assets [3][4] - The fertilizer sector continued its upward trend, supported by new regulations aimed at controlling pollution from phosphogypsum, which could lower production costs for companies in the phosphate chemical industry [4][5] Future Market Trends - The report suggests that the market may continue to experience fluctuations due to insufficient incremental capital and the divergence of market hotspots [6][7] - Despite these challenges, the long-term trend remains positive, with expectations of economic recovery and ample liquidity [6][8] - Investors are advised to maintain a bullish outlook and prepare for year-end positioning, focusing on sectors that will benefit from debt restructuring and new productive forces [6][8]