A股牛市全面启动？明天，重磅数据即将公布！

Core Viewpoint - The article discusses the recent performance of the A-share market, indicating a confirmation of a bull market with significant opportunities in various sectors as the market reacts to upcoming economic data and corporate earnings reports [1][7]. Market Performance - A-share indices showed divergence, with the Shanghai Composite Index rising while over 3,100 stocks increased in value, suggesting a strong market sentiment [1][2]. - The total trading volume in the two markets was 1.46 trillion yuan, indicating a decrease in trading activity [4]. Economic Data and Market Impact - Key economic data, including industrial value-added, fixed asset investment, and retail sales, is set to be released, which could influence market trends positively if the results exceed expectations [9][10]. - The customs data revealed a 2.9% year-on-year increase in China's goods trade for the first half of the year, while the central bank reported an increase of 12.92 trillion yuan in RMB loans [11]. Bull Market Confirmation - Huachuang Securities reports that the bull market has been confirmed, with the overall market showing signs of sustained profitability and a focus on the influx of capital, particularly margin financing [12][18]. - Historical analysis indicates that after reaching new highs, the market typically continues to show strength, with specific sectors like finance, cyclical industries, and military technology expected to lead [15][18]. Earnings Season Insights - The upcoming earnings season is expected to show improved performance, with 57.7% of companies reporting positive forecasts, slightly higher than the previous year [22]. - Key sectors to watch include TMT (Technology, Media, and Telecommunications), midstream manufacturing, and consumer sectors benefiting from domestic demand policies [25][26]. Investment Strategies - Investors are advised to maintain a balanced portfolio and avoid heavy concentration in single sectors, employing a "core + satellite" strategy to manage risk effectively [27]. - The article emphasizes the importance of patience and discipline in investment, suggesting that long-term wealth growth is achieved through steady commitment rather than frequent trading [32].