谨慎加仓？

Core Viewpoint - The market is currently experiencing a cautious sentiment with a predominance of declines over gains, indicating a potential shift in investment strategies among institutional and retail investors [6][9]. Market Performance - The market showed a decline with 2,099 stocks rising and 3,155 stocks falling, reflecting a bearish trend [5]. - The trading volume decreased by 2.73%, indicating reduced market activity compared to the previous trading day [7]. Sector Analysis - The computing hardware and software sectors led the declines, while chemical stocks, particularly in fluorine and phosphorus industries, saw significant gains [6]. - Institutional investors are shifting from high-performing tech sectors to lower-priced cyclical and defensive sectors, suggesting a strategy of "high-low switching" [9]. Investor Sentiment - Mainstream funds are flowing out of technology sectors while entering basic chemicals and photovoltaic equipment sectors [7][9]. - Retail investor sentiment is at 75.85%, indicating a mix of cautiousness and speculative behavior, with some actively pursuing hot sectors despite overall market declines [10][9].