早盘直击 | 今日行情关注

Market Overview - A-shares have resumed an upward trend after a period of consolidation, with the Shanghai Composite Index breaking through March highs and reaching new recent closing highs [1] - The market sentiment regarding trade conflicts has eased, and the geopolitical situation in the Middle East is viewed as a short-term emotional impact [1] - The low interest rate environment and rising risk appetite are supporting the A-share market's return to a slow upward trajectory [1] Sector Analysis - The innovation drug and banking sectors, which were previously popular, have resumed their upward trends after short-term adjustments [2] - The TMT and advanced manufacturing sectors are experiencing rebounds, indicating a high-low switch among sectors as the market remains event-driven [2] - Consumer expansion and domestic demand are key tasks for 2025, with expectations for policy support in sectors like dairy products, IP consumption, leisure tourism, and medical aesthetics [2] - The trend of robot localization and integration into daily life is expected to continue, with opportunities arising in sensors, controllers, and dexterous hands [2] - The semiconductor industry is moving towards localization, with a focus on semiconductor equipment, wafer manufacturing, materials, and IC design [2] - The military industry is anticipated to see a rebound in orders by 2025, with signs of recovery in various sub-sectors [2] - The innovation drug sector is expected to reach a turning point in fundamentals by 2025, following a period of adjustment [2] Trading Activity - A-shares experienced some intraday fluctuations but maintained an upward trend, with trading volume remaining stable and no signs of panic selling [3] - Leading sectors included pharmaceuticals, banking, non-ferrous metals, public utilities, and building materials, while sectors like computers, retail, communications, and power equipment saw declines [3]