今天不负所望，主要指数都再创了年内新高。 中午提示：大盘收上3900可接受，收上3910为好，收上3920为强，至少要收上3890才行。 今天高开在3898，最低3885，最高3936，收盘在3933。个股涨跌家数比3115：2186，涨多跌少。 节前说"已有再攻前高可能"，节间发表了《月评:10月有望再创新高，攻击高度与成交量能否放出密切相关》、《周评:节后首日宜涨不宜跌，有无突破 3899动作是关键》，都强调了"节后首日宜涨不宜跌"。 收盘结果：收在3920之上，结果够强，中短期多头掌控局面。 大三金调控节奏的用意还是很明显的。创指周k都10连阳了，跟随它的得小心点了。 50指在2970－2901，目前收在上沿之上。强弱点看3030。 大盘日线图解： 单从技术面看，指标都已高企，再攻是需要成交量来推动才行的。因此，一旦量能不济，调整随时会来。 明天周收官，能否站稳3900是主要看点。 我个人今天有加有减无T，总仓位81%。 直播在新浪微博〔闲书股浪语http://weibo.com/xianshugulangyu〕。 7月7日提示：中长期均线形成了标准的多头排列。只要不失60日线，中长线没理由不看多。 6 ...

Core Viewpoint - The market is expected to have limited downside before the holiday, with potential for a significant upward movement either this week or after the National Day holiday, driven by anticipated supportive policies and technical factors [1] Group 1: Market Analysis - Since the market rally that began on September 24 last year, the initial policy response followed the Federal Reserve's interest rate cut, suggesting a similar pattern may occur this year after the September 18 rate cut [1] - Institutions predict a stimulus policy ranging from 500 billion to 1 trillion yuan to be introduced between late September and October, which could support the market after a lackluster first half of the year [1] - The market's downside is largely mitigated by these expected policies, indicating a more stable outlook moving forward [1] Group 2: Technical Indicators - The market experienced a significant rally from June 24, followed by a month of consolidation, with expectations of a breakout in late September as positive news continues to emerge [1] - Today's trading volume was 2.1 trillion yuan, which is lower than the previous trading day, potentially signaling preparation for future upward movements [1]

经济观察网据中国基金报消息，夏日的梧桐树荫下，蝉鸣焦躁，热浪翻涌。上海广东路上股民自发形成 的"股市沙龙"，弥漫着比暑气更灼热的气息。"都赚到钱了吗？""现在看好哪只股？""3700点往上怎么 走？"老股民们成群结队，热切讨论着大盘走势、个股表现以及各种投资策略。 在记者去的时间段里，"爱在深秋"爷叔人虽不在，但仍是话题中心。此前，他高调推荐券商股，不少老 股民跟风甚至追高买入了。有老股民直言，"等了10个月，终于解套赚钱了"。此外，还有重仓创新药 的"民间高手"现身说法，分享投资秘诀。 上海广东路的股市沙龙已有30多年历史，去年10月，因为"爱在深秋""上海滩发哥"等网红的直播，更是 火出了圈。如今，时隔近一年，大盘已冲破当时的高点，来到3700点附近。记者实探发现，在行情火热 的带动下，这个周末，街头股民沙龙人头攒动，热闹非凡。 ...

上证指数创新高只有5点了，是突破有压力还是不想突破？在临门一脚的时候，白酒选择砸盘了。 大家想过没有？当下的位置主要是情绪的博弈了，大盘指数没有任何问题，今年的股票也涨幅很多，踏空的人也很多，同时出现在A股也是罕见了。 挣不到利润的人，总有各种借口。在股市里面的任何选择都是认知兑现，不是职场。 大盘走势分析 大概率直接冲高创新高，收盘的位置离创新高的位置很近，不需要大家悲观。当下的行情很简单。大家的分歧越大，指数越是容易大幅拉升。 与924行情的不同之处是，以前是增量资金带来的放量拉升，目前是分歧带来的成交量。量化交易也很活跃，小盘股的涨幅很好，什么时候见顶？大盘指数 冲刺之后。 目前，不需要大家对行情过分的亢奋也不需要悲观，本轮行情即使见顶了，也很快会重拾走势，不需要过分的逃顶，仓位适当降下来就行。 系好安全带了 个人觉得银行白酒拉升，上证指数可以突破3731点，而不是3674点。本周的行情能见到新高，大家系好安全带就行了。 3700点以上，可以分批减仓了，越涨越卖就行。目前分歧越来越小了，从认可那些唱空的观点，到目前嘲讽那些博主，说明散户的情绪在转变。 他们很失落，踏空比被套难受100倍。不出意外的情况下 ...

Group 1 - The core viewpoint of the article highlights the explosive growth of Pop Mart's stock price, driven by strong financial performance and expanding overseas markets [2][4] - Pop Mart's revenue increased by 106.9% to 13.038 billion RMB last year, with adjusted net profit rising by 185.9% to 3.4 billion RMB [2] - The overseas market showed significant growth, with revenue from the Asia-Pacific region increasing by 345%-350%, the Americas by 895%-900%, and Europe by 600%-605% [2] Group 2 - The number of public funds heavily investing in Pop Mart has surged from 8 at the end of 2022 to 180 by the first quarter of this year [4] - Despite the presence of a bubble in Pop Mart's stock price, it is viewed as a neutral term, similar to previous speculative bubbles in real estate and collectibles [4] - Analysts predict a compound annual growth rate of 60% in sales over the next three years, primarily driven by a 97% increase in overseas sales [3][4] Group 3 - The article discusses the recent downturn in the rare earth sector following negotiations, with a temporary restoration of rare earth exports from China for six months [5][10] - China's dominance in rare earth production is emphasized, accounting for nearly 70% of global output, which is crucial for various high-tech industries [10][12] - The article suggests that while there may be future opportunities in the rare earth sector, the current timing is not ideal for investment [15][16]

什么时候拉升，没有人清楚。股市不是我们的父母开的，不是天天都让我们挣大钱，一年有20%的时间能挣点利润就感恩吧！ 大盘缩量的情况下，依旧可以努力的守住3400点附近，说明已经很稳了，白酒砸盘就是为了更好的站稳3400点，不给空头的机会。 不是坏信号，反而是继续上涨的前提条件，目前还有几个权重行业有后劲，它们修复之前的下跌就回到3674点了，不值得期待吗？ 3400点，午后大幅缩量了，不过没有轻易的跌破它，港股证券、地产、医疗等反弹明显，A股的表现很逊色。 上证指数站上3400点，前高附近没有继续拉升而是盘整，这里就是心理博弈了，如果不能管理好仓位，没有持仓逻辑的情况下，很容易情绪化犯错了。 这个位置，大盘指数缩量了。 昨日的午后是放量急跌，今日缩量约1700亿就能理解了。大资金进场了没出货就锁仓了，未来的行情反而看好了，不相信就离场，我们持有ETF怕什么回 调，又不是持有股票跌了有可能涨不回来。 成交量缩量也是好事情，说明这里不是出货，3400点只是小阶段目标，市场依旧等待白酒、地产、保险的补涨，之后就是大行情了。 接下来，散户该怎么办？ 个人觉得只需要简单持股就行了，不要悲观也不要乐观，仓位管理、资产配置就 ...

Group 1 - The core viewpoint is that the A-share market is experiencing a rebound, but the Shanghai Composite Index is struggling to maintain the 3400-point level, indicating uncertainty about whether the rebound has ended or just begun [1] - The trading volume has increased significantly, with over 80 billion in transactions, and a key threshold is whether it can reach 1.5 trillion; if so, a strong rebound is expected [3] - Large capital inflows are evident, and the market is likely to continue its upward trend, with the potential for significant gains if the index can break through key resistance levels [5] Group 2 - The market is currently in a consolidation phase, with the Shanghai Composite Index showing a slow upward trend; the performance of sectors like liquor and banking is crucial for the index's movement [7] - The recent performance of the Hong Kong stock market has been strong, particularly in the healthcare and technology sectors, indicating a positive sentiment in those areas [8]

Market Sentiment - Market sentiment has been fluctuating, with a three-day decline leading to complaints and a subsequent three-day rise causing excitement [1] - Investors are advised to manage their emotions and adhere to a trading system to capitalize on market movements [1] Market Trends - The A-share market saw a new account opening of 1.56 million in May, representing a year-on-year increase of 23%, although this is a significant decline from the peak in February and March, which saw a reduction of about 50% [2] - There is an expectation of a significant rebound in the market, particularly in sectors such as securities, real estate, liquor, and insurance, following a period of sharp declines [3][5] Sector Analysis - The banking and liquor sectors are showing unusual movements, indicating a potential intention to push the index towards 3,400 points [5] - The coal and electricity sectors are also anticipated to rebound, along with opportunities in oil and telecommunications [7] Investment Strategy - Investors are encouraged to avoid being overly clever in their trading strategies and to remain patient, as the market has not yet experienced a rapid upward movement this year [5][7] - The focus should be on industry rotation and maintaining a long-term perspective rather than reacting to short-term market fluctuations [7]

Group 1 - The current market sentiment remains defensive, with banks showing weakness while sectors like liquor, insurance, securities, and real estate are rebounding [1][3] - The automotive industry, particularly the new energy vehicle sector, is facing overcapacity, leading to a lack of optimism for most companies in this chain [3] - The banking sector's valuation is still considered low, indicating potential for future growth, but short-term participation may not be valuable [5] Group 2 - The overall market index is expected to remain stable, with potential for sectors like liquor, securities, real estate, and insurance to experience a rebound [7] - The market is characterized by narrow fluctuations, with banks and other sectors alternating in performance, requiring significant events to catalyze major movements [7] - Investors are advised to manage their positions carefully and remain patient for potential upward trends, despite current low sentiment [7]

Market Overview - The A-share market is experiencing low trading volumes, with the total volume around 1 trillion and the CSI 300 index only reaching 160 billion, indicating a challenging environment for both large-cap and small-cap investors [1] - The market structure is highly differentiated, with certain sectors like coal and oil gaining traction while traditional sectors like banking and securities are struggling [3] Trading Strategies - The current market conditions suggest a cautious approach, with recommendations to avoid full positions and to let the market play out [5] - The focus should be on structural opportunities rather than index movements, as significant volatility is unlikely until key sectors like liquor and securities show upward momentum [5] Future Outlook - There is a belief that the market will not experience a sharp decline before the end of June, as many positive factors have yet to materialize [3] - The potential for a market rally exists, but it may require patience as investors wait for key sectors to move together [7]