本周建议逢跌加仓
鲁明量化全视角·2026-03-29 04:43

Group 1 - The core viewpoint suggests increasing positions during market dips, with a focus on maintaining a medium-high position in the main board and a low-medium position in small and mid-cap sectors [1] - The market experienced a continued adjustment, with the CSI 300 index down by 1.41%, the Shanghai Composite Index down by 1.10%, and the CSI 500 index down by 0.29% [2] - The ongoing conflict in the Middle East is expected to escalate, impacting global economic conditions and leading to a sustained upward trend in international oil prices [3] Group 2 - From a technical perspective, there is a battle between market stabilization and external conflicts, with institutional funds continuing to flow into the market despite the risks posed by the Middle East conflict [4] - The main board is advised to maintain a medium position based on fundamental analysis, with recommendations to increase positions during market corrections [4] - The small and mid-cap sectors are suggested to maintain a low position but consider slight increases following the main board's movements [4]

本周建议逢跌加仓 - Reportify