罕见！国家队继续出手了！关键反击战即将打响！

Core Viewpoint - A-shares experienced a rebound after a significant drop, with major indices showing gains, driven by strong government intervention and market confidence restoration efforts [1][2][3]. Market Performance - As of the market close, the Shanghai Composite Index rose by 1.58%, the Shenzhen Component Index increased by 0.64%, and the ChiNext Index gained 1.83%, with total market turnover reaching 1.6532 trillion yuan, an increase of 35.2 billion yuan from the previous day [1]. - The financing balance decreased by 47.7 billion yuan, indicating a significant panic selling in the financing market [1]. Sector Performance - The agricultural sector continued to strengthen, with over 20 stocks hitting the daily limit up, while retail, food, liquor, and tourism sectors also saw substantial gains [1]. - Conversely, Apple-related stocks continued to decline, with GoerTek experiencing three consecutive days of limit down [1]. Government and Institutional Actions - Following the market drop, the "national team" initiated protective measures, with major state-owned enterprises and funds actively increasing their stock holdings to stabilize the market [3][4]. - On April 8, multiple state-owned enterprises announced stock repurchase and increase plans, with total investment exceeding 10 billion yuan, reflecting confidence in the market's future [4][5]. - The National Social Security Fund also expressed its commitment to long-term and value investing, actively increasing its domestic stock holdings [4]. Market Sentiment and Future Outlook - The market is expected to see a liquidity boost from potential reserve requirement ratio cuts by the central bank, releasing approximately 1.5 trillion yuan [7]. - The government's countermeasures against trade tensions are anticipated to create conditions for market sentiment recovery [8]. - Historical data suggests that after a drop exceeding 5%, the market has a 78% probability of rebounding within a month, with an average increase of 12% [9][10]. Investment Opportunities - Current valuations in the A-share market are at attractive levels, with the Shanghai Composite Index's price-to-earnings ratio at 14 times, indicating a significant discount compared to historical averages [10]. - Key sectors to focus on include agriculture, rare earths, and technology, which are expected to benefit from government policies aimed at boosting domestic demand and consumption [10][11].