早盘直击｜今日行情关注

Market Overview - The external market continues to weaken, leading to a contraction in the A-share market. Recent adjustments in overseas markets, particularly regarding AI development, have caused significant declines in major US tech companies. Additionally, the expectation for a Federal Reserve rate cut in December has decreased, resulting in a decline in market risk appetite [1] - The A-share market has shown signs of adjustment influenced by related industry chains, with a general trend of high-low switching and a defensive style typical of year-end consolidation, characterized by sector rotation, unclear main lines, and balanced allocation [1] Market Performance - On Tuesday, both markets continued to adjust, with the Shanghai Composite Index falling below the 30-day moving average. The Shenzhen Component Index also remained below its short-term moving averages, with intraday lows approaching the 60-day moving average. The total trading volume for the day was less than 2 trillion yuan, slightly increasing from Monday [1] - Market hotspots were primarily concentrated in the TMT (Technology, Media, and Telecommunications) sector. In terms of investment style, large-cap blue-chip stocks showed relative resilience, while small and mid-cap stocks experienced larger declines [1] Market Dynamics - The Shanghai Composite Index has been fluctuating around the 4000-point mark, showing a rapid decline after reaching a new high last Friday. The Shenzhen Component Index is currently in a consolidation phase, operating below all short-term moving averages. Close attention is needed to see if short-term moving averages can be regained [1]