“申”度解盘 | 冲关后短期或有震荡，但春季行情并未结束

Core Viewpoint - The market is expected to experience a high opening followed by a period of consolidation, but the overall upward trend remains intact. The focus is shifting from speculative themes to sectors with positive earnings expectations, such as brokerage, computing power, storage, and gaming [3][4]. Market Performance - The China Golden Dragon Index surged by 4.38% during the recent holiday, indicating a strong opening for the next trading day. However, it will face resistance at the previous high of 4034 and the psychological barrier of 4000 points [3]. Market Dynamics - There is potential for incremental capital inflow from various sources, including insurance, foreign investment, and funds from maturing large deposits. The market has already experienced a sufficient consolidation period from late August to December, lasting four months [3]. Sector Analysis - The relative strength of the CSI 500 and CSI 1000 indices suggests they are likely to break out of their consolidation phases, which may lead to upward momentum for other indices [3].