早盘直击｜今日行情关注

Market Overview - As the year-end approaches, investor interest in positioning for the next year is increasing, with the Shanghai Composite Index showing a strong performance over the past six trading days, successfully returning above the 60-day moving average, indicating a potential year-end rally [1] - Despite liquidity pressures leading to daily trading volumes in the Shanghai and Shenzhen markets remaining below 2 trillion yuan, a significant increase in market activity is expected after the year-end [1] - The relationship between price and volume is crucial, with rising prices accompanied by increasing volumes being a basic technical requirement for market strength [1] Sector Performance - On a sector basis, defense and military stocks experienced declines on Tuesday but rebounded on Wednesday, indicating a rapid rotation among sectors [1] - Precious metals saw gains on Tuesday but faced declines on Wednesday, while major financial sectors like banking and insurance, as well as cyclical sectors like coal, showed weaker performance on Wednesday compared to small and mid-cap stocks [1] - Currently, sectors such as batteries, energy storage, power equipment, and semiconductor chips continue to attract institutional investor interest, with stable and positive trends supported by strong industry fundamentals [1] Future Outlook - The market is expected to continue its consolidation with a stable upward trend, with attention on whether trading volumes can sustain increases to meet the technical requirement of rising prices and volumes [1]