早盘直击｜今日行情关注

Market Overview - The A-share market is experiencing repeated fluctuations around the 4000-point mark, with trading volume declining to approximately 2 trillion yuan, indicating a cautious market sentiment [1] - The market's resistance at the 4025-point level reflects a psychological barrier, as the A-share index has not surpassed 4000 points in the past decade [1] - The recent fluctuations may be preparing the market for a new upward phase, with conditions for further upward movement improving after a period of profit-taking and consolidation [1] Future Outlook - The focus for November includes the impact of the 14th Five-Year Plan on industries, technological sector events, and price recovery driven by anti-involution trends, which are expected to catalyze multiple sectors [1] - The short-term impact of tariff events is not anticipated to affect the medium-term trend of the market [1] Sector Highlights - The technology sector remains a key area of interest in November, with orderly rotation and high-low switching expected within the sector [2] - Underperforming segments such as robotics, military, and smart vehicles are likely to see a rebound, while leading sectors like computing hardware, domestic semiconductors, and new energy may present buying opportunities upon adjustment [2] - The anti-involution trend is showing results in sectors like photovoltaics, cement, coal, and express delivery, which are expected to experience price increases and subsequent rebounds [2] Specific Sector Opportunities - The trend towards domestic robotics is projected to continue, with advancements in various types of robots expected to create opportunities in related components like sensors and controllers [2] - The domestic semiconductor industry is on the rise, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [2] - The military sector anticipates a recovery in orders by 2025, with signs of bottoming out in the performance of various military sub-sectors [2] - The innovative pharmaceutical sector is entering a recovery phase after several years of adjustment, with positive profit growth expected to continue into 2025 [2] - The banking sector is seeing a rebound in mid-year performance growth, attracting interest from long-term institutional investors due to its appealing dividend yield [2]