英大证券：每周投资早参：市场跌破3400点后，怎么办？等待市场企稳，避免盲目追涨杀跌-20250325

Market Overview - The report indicates that the A-share market is facing pressure as it has fallen below the 3400-point mark, with significant selling pressure from last year's trapped investors in the 3400-3500 point range [4][19] - The recent trading volume has shrunk, suggesting a lack of upward momentum in the short term, and the market may experience further adjustments [4][19] - Despite short-term fluctuations, the report maintains a positive outlook for the medium term, supported by economic resilience, ongoing policy support, and profit recovery expectations [4][19] Sector Analysis Marine Economy - Marine economy stocks, particularly shipbuilding and marine engineering, have shown resilience and growth, driven by government policies promoting the development of the marine economy [10][12] - The report highlights the strategic importance of deep-sea technology as a key area for development, which is expected to bolster the shipbuilding industry [10][12] Traditional Chinese Medicine (TCM) - The TCM sector has been active, with government initiatives aimed at enhancing quality and promoting the industry, indicating potential structural upgrades and increased market concentration [13] - The report suggests that 2025 may see significant improvements in the pharmaceutical sector, particularly for TCM products, due to the aging population and recovery in consumer demand [13] Renewable Energy - The renewable energy sector, particularly wind power equipment, is showing signs of strength, with expectations for a technical rebound as the market adjusts from previous declines [14] - The report emphasizes the ongoing demand for renewable energy solutions in line with national carbon neutrality goals, making this sector attractive for investment [14] Financial and High Dividend Stocks - The report recommends focusing on financial stocks and high dividend yield stocks as they are expected to perform well in the current low-interest-rate environment [16] - It advises investors to selectively enter these stocks during market dips, as they typically come from stable and profitable companies [16] Precious Metals - Precious metals, particularly gold, have seen increased interest as a safe-haven asset amid rising global trade tensions and declining inflation rates [17] - The report warns of potential corrections in gold prices after recent increases, advising investors to be cautious [17] Brain-Computer Interface Technology - The brain-computer interface sector has gained attention due to recent technological advancements and government support for neurotechnology, indicating a promising investment opportunity [18] - The report suggests a long-term positive outlook for this sector while advising short-term trading strategies [18]