早盘直击｜今日行情关注

Group 1 - The macroeconomic outlook has improved, leading to a continuous rebound in the A-share market, supported by better international conditions and easing economic recession expectations in the U.S. [1] - The recovery of NVIDIA's H20 chip sales in China is beneficial for the domestic AI industry, stimulating related supply chains [1] - Domestic efforts to reduce overcapacity are progressing, positively impacting profit expectations [1] - The average daily trading volume in the two markets exceeded 1.5 trillion yuan this week, showing a rebound compared to the previous week [1] - Market hotspots this week were primarily concentrated in the technology and pharmaceutical sectors, with small-cap and tech styles showing greater gains [1] Group 2 - The Shanghai Composite Index has gradually shifted its focus upward after breaking through the consolidation range from May and June, with the main technical resistance level being the high point from early October last year [2] - The market is currently in a phase of repeated contention in the dense trading area from the fourth quarter of last year, indicating a potential upward trend [2]