早盘直击｜今日行情关注

Core Viewpoint - The A-share market is experiencing a consolidation phase before challenging the 4000-point mark, with a focus on domestic industry trends as tariff concerns ease [1] Market Outlook - The impact of tariff events is gradually diminishing, allowing the market to refocus on domestic industry trends. Since late October, the A-share market has broken through the 3900-point resistance and is testing the 4000-point level. The current market sentiment shows strong immunity to tariff shocks, leading to a horizontal consolidation rather than significant corrections. The market is expected to maintain an upward trend, with conditions for further expansion in November [1] - Key focuses for November include the finalization of the 14th Five-Year Plan, the disclosure of Q3 reports, and event-driven developments in the technology sector, which are anticipated to catalyze multiple sectors and sustain the upward market trend [1] Hot Sectors - The technology sector remains a focal point in November, with orderly rotation and high-low switching observed within the sector after continuous growth in August and September [2] - Sectors such as robotics, military industry, and smart vehicles are expected to see a rebound, while leading sectors like computing hardware, domestic semiconductors, and new energy may present buying opportunities upon noticeable adjustments [3] Sector-Specific Insights - The trend of robot localization and integration into daily life is expected to continue, with opportunities arising in sensors, controllers, and dexterous hands as the market anticipates updates to Tesla's humanoid robot [3] - The push for semiconductor localization remains strong, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [3] - The military sector is projected to see a recovery in orders by 2025, with signs of bottoming out in the performance of various military sub-sectors [3] - 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] - The banking sector is witnessing a rebound in performance growth after the impact of loan rate re-pricing, with attractive dividend yields drawing interest from long-term institutional investors [3]