重磅利好！逼近3500点！A股新高后方向何在？

Core Viewpoint - The A-share market is experiencing a collective rise, with the Shanghai Composite Index approaching 3500 points, driven by sectors such as photovoltaic, energy, and steel, indicating a potential bullish trend in the near future [1][6][12]. Market Performance - Nearly 4300 stocks in the A-share market rose today, with the Shanghai Composite Index reaching a high of 3499.89 points, marking a new yearly peak [2][6]. - The trading volume in the two markets significantly increased, exceeding 1.45 trillion yuan, with leading gains in sectors like photovoltaic, steel, consumer electronics, and software development [4][12]. External Influences - The postponement of tariffs by the U.S. has boosted global market sentiment, contributing to the bullish atmosphere in the A-share market [6][9]. - Analysts suggest that the trade uncertainties are having a diminishing impact on market volatility, as investors become more accustomed to the U.S. pressure tactics [18][21]. Policy and Economic Factors - The upcoming Politburo meeting at the end of July is anticipated to influence market expectations regarding consumption stimulus and real estate support policies [14]. - The performance of technology stocks will depend on the verification of mid-year earnings, particularly in sectors like AI computing, which could alleviate valuation pressures if results exceed expectations [15][24]. Investment Opportunities - Analysts recommend focusing on sectors such as brokerage firms, technology innovation, and Hong Kong stocks, which are expected to present phase-specific opportunities as the market strengthens [25][26][28]. - The overall low valuation of A-shares and the gradual accumulation of favorable external factors are seen as positive indicators for future investment [23][24].