早盘直击 | 今日行情关注

Market Overview - A-shares continued to show a trend of oscillating upward, closing above the 3600-point mark, with over 4300 stocks rising, indicating a strong buying force [1][4] - The Shanghai Composite Index has officially broken through the high point of November 8, 2024, suggesting the end of the sideways trend since Q4 2024 [1] Future Outlook - The market outlook is optimistic due to multiple catalysts across various industries, such as the launch of the Yarlung Tsangpo River downstream power station and potential recovery in H20 chip exports [2] - Two possible paths for the market after breaking 3500 points: either continue the upward trend to challenge the high of October 8, 2024, or undergo a consolidation phase before challenging the 3674-point high [2] Sector Highlights - The market is expected to experience thematic trading driven by events, with a high-low rotation among sectors [3] - Key sectors to watch include: 1. Consumer expansion and domestic demand, with a focus on dairy products, IP consumption, leisure tourism, and medical aesthetics [3] 2. Robotics, with a shift from humanoid robots to quadrupedal and functional robots, presenting opportunities in sensors and controllers [3] 3. Semiconductor localization, focusing on semiconductor equipment, wafer manufacturing, materials, and IC design [3] 4. Military industry, with expectations of order recovery in 2025 [3] 5. Innovative drugs, which are expected to see a turning point in fundamentals after a four-year adjustment [3] Market Performance - The market maintained a strong upward trend with a significant number of stocks rising, while only a few sectors like banking, telecommunications, and public utilities saw declines [4] - Leading sectors included beauty care, non-ferrous metals, steel, retail, and non-bank financials, indicating a positive market sentiment [4]