早盘直击｜今日行情关注

Market Overview - The A-share market has shown signs of recovery around the 3800-point level, ending a period of continuous adjustment and recording a small upward trend [1] - Over 4200 stocks rose during the trading day, indicating a shift in market sentiment as trading volume ended its continuous decline [1] - The market is expected to experience fluctuations around the 4000-point level as it prepares for a potential upward movement, driven by improved supply and demand conditions in the manufacturing sector by 2026 [1] Sector Focus - The technology sector remains a key area of interest in November, with opportunities for rebound in underperforming segments such as robotics, military, and smart vehicles [2] - The semiconductor industry continues to trend towards domestic production, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [2] - The military sector is anticipated to see 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 nearly four years of adjustment, with positive net profit growth expected to continue into 2025 [2] - The banking sector is witnessing a rebound in mid-year performance growth, attracting interest from long-term institutional investors due to its appealing dividend yield [2]