早盘直击 | 今日行情关注

Core Viewpoint - The market is experiencing a sustained upward trend, with the Shanghai Composite Index recently breaking through key resistance levels, indicating a positive outlook for the near term [1][2]. Market Outlook - Recent catalysts across various industries, such as the launch of hydropower projects and advancements in AI and robotics, are expected to boost market sentiment [2]. - Two potential paths for the market are identified: continuing the upward trend towards the October 2024 high or consolidating before challenging the 3674-point high [2]. - Three conditions are necessary for a direct challenge to previous highs: implementation of fiscal stimulus, a favorable global environment, and sustained trading volume [2]. Hot Sectors - The technology sector is anticipated to gain momentum, shifting market focus from defensive stocks to growth-oriented technology investments [3]. - Key themes include: 1. AI developments showcased at the AI conference, with new opportunities expected in August [3]. 2. The upcoming World Robot Conference, highlighting the trend of robot integration into daily life and the expansion of robotics applications [3]. 3. Continued emphasis on semiconductor localization, with attention on equipment, wafer manufacturing, materials, and IC design [3]. 4. Expectations of order recovery in the military sector by 2025, with signs of bottoming out in Q1 reports [3]. 5. The innovative drug sector is entering a recovery phase, with positive net profit growth expected to continue into 2025 [3]. Market Review - Despite a brief adjustment in late July, the A-share market has resumed its upward trend, with the Shanghai Composite Index reaching new recent highs [4]. - The market is characterized by orderly rotation among hot sectors, with semiconductor stocks gaining attention [4]. - Overall, more than 2100 stocks rose while over 3000 declined, indicating mixed performance across sectors [5].