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沪指接下来走势如何,业内这样判断!
天天基金网·2025-07-16 06:36

Core Viewpoint - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing 3500 points for the first time in over three years, driven by positive fundamentals and market sentiment [3][4][7]. Market Performance - The Shanghai Composite Index reached 3509.68 points on July 10, marking a 0.48% increase, and continued to rise to 3519.54 points by July 14, with significant trading volumes recorded [3][4]. - The trading volume in the A-share market has increased significantly, with daily volumes reaching 1.71 trillion yuan, the highest in nearly four months [3][4]. - Key sectors such as banking, AI, and photovoltaic have shown remarkable performance, with the photovoltaic glass sector rising by 11.29% since the beginning of July [3][4]. Key Themes - The two main themes currently influencing the A-share market are mid-year performance reports and the "anti-involution" policy [6][7]. - Over 600 A-share companies have reported positive earnings forecasts, accounting for more than 40% of the total disclosures [7]. - The "anti-involution" theme is expected to drive a potential V-shaped recovery in company earnings, with analysts suggesting that the market may soon shift its focus from sentiment to fundamentals [8][9]. Investment Strategy - Analysts recommend focusing on companies with strong mid-year performance reports and those positioned to benefit from the "anti-involution" policies [7][8]. - The market is expected to maintain a bullish trend, with analysts indicating that any short-term adjustments could present good buying opportunities [5][7].