早盘直击｜今日行情关注

Market Overview - A-shares experienced profit-taking pressure on Tuesday, with significant declines in leading indices such as the Sci-Tech 50 and ChiNext, which saw drops exceeding 2% at one point. However, indices rebounded in the afternoon, with the ChiNext closing in the green and the Sci-Tech 50 nearly flat, indicating that profit-taking was concentrated but did not alter the underlying upward trend of the market [1] Future Outlook - The slowdown in the market is seen as beneficial for the mid-term trend of A-shares. As the index approaches the 3900-point mark, there is divergence in the market due to accumulated gains and varying performance across sectors. This necessitates a re-evaluation of market leaders, which is a normal phenomenon in a fluctuating upward market and will not impact the mid-term trend [2] - Since 2016, the Shanghai Composite Index has reached a peak of 3731 points in 2021, and it has now surpassed this level. Other major indices like the CSI 300 and ChiNext still have room for catch-up, suggesting potential for further gains in these lagging indices [2] Sector Highlights - The technology sector may experience internal differentiation in September, with opportunities for low-positioned stocks to catch up. Following significant gains in August, sectors such as robotics, new energy, and military industry are expected to see a rebound, while traditional sectors like finance and consumer goods also present catch-up opportunities [2] - Key trends to watch include: 1. The continued domestic adoption of robotics, with products expanding from humanoid to quadruped and functional robots, creating opportunities in sensors and controllers [3] 2. The ongoing trend of semiconductor localization, focusing on semiconductor equipment, wafer manufacturing, materials, and IC design [3] 3. The military sector is expected to see a rebound in orders by 2025, with signs of recovery in mid-term performance across various military sub-sectors [3] 4. The innovative drug sector is entering a recovery phase after nearly four years of adjustment, with positive net profit growth expected to continue into 2025 [3] 5. The banking sector is witnessing a recovery in mid-term performance following the impact of loan rate re-pricing, with attractive dividend yields drawing interest from long-term institutional investors [3]