早盘直击｜今日行情关注

Core Viewpoint - The A-share market has resumed its upward trend, recovering the 4000-point mark after a short-term adjustment, indicating a strong market sentiment and resilience against tariff impacts [1] Group 1: Market Trends - The A-share index has recorded two consecutive days of gains, closing above the 4000-point threshold, suggesting that the recent consolidation was a preparatory phase for this upward movement [1] - The market's response to tariff events has been less severe compared to previous instances, with a strong underlying support preventing significant declines [1] - The focus is shifting back to domestic industrial trends, with expectations for further upward movement in November following a period of profit-taking and consolidation [1] Group 2: Sector Highlights - The technology sector remains a focal point for November, with orderly rotation and opportunities for sectors like robotics, military, and smart vehicles to catch up after previous underperformance [2] - The semiconductor industry is expected to continue its trend towards domestic production, with attention on semiconductor equipment, wafer manufacturing, and IC design [2] - The military sector anticipates a rebound in orders by 2025, with signs of recovery in mid-year performance for various sub-sectors [2] - The innovative pharmaceutical sector is entering a growth phase after several years of adjustment, with positive profit growth expected to continue into 2025 [2] - The banking sector is seeing a recovery in mid-year performance growth, attracting interest from long-term institutional investors due to appealing dividend yields [2]