Group 1 - The core viewpoint of the article highlights a shift in the spring market, indicating a change in the market's profit-making effect, with large-cap stocks experiencing a rebound after a decline, while small-cap and tech stocks faced adjustments [1] - The market is characterized by a phase of oscillation and differentiation, moving away from a uniform upward trend to a more volatile and segmented market environment [1] - The average daily trading volume in the two markets increased to approximately 30 trillion yuan, showing a recovery compared to the previous week, with market hotspots primarily in upstream resource products and the telecommunications industry [1] Group 2 - The Shanghai Composite Index has entered a consolidation phase after a series of rebounds, with the current market features being sector differentiation and rapid industry rotation [2] - There is a need to monitor whether various classification indices can reclaim their 5-day moving averages in the short term [2]
早盘直击｜今日行情关注
申万宏源证券上海北京西路营业部·2026-02-02 02:03