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帮主郑重午评:沪指半日冲4000点!放量上涨别上头,午后这么干才稳
Sou Hu Cai Jing· 2025-10-27 04:44
Core Viewpoint - The market is experiencing a strong upward trend, with the Shanghai Composite Index nearing the 4000-point mark and a significant increase in trading volume, indicating investor confidence and active participation [1][3]. Market Performance - The Shanghai Composite Index rose over 1% in the morning session, approaching 4000 points, with total trading volume reaching 1.57 trillion, an increase of over 330 billion compared to the previous day [1]. - More than 3700 stocks showed gains, particularly in the storage chip and computing hardware sectors, which are leading the market rally [1]. Sector Analysis - The storage chip and computing hardware sectors are identified as the main driving forces behind the market's upward movement, while sectors like wind power and gaming are undergoing adjustments, indicating a sector rotation [3]. - The market is characterized by a divergence in performance among sectors, suggesting that not all stocks will benefit equally from the current bullish sentiment [3]. Investment Strategy - Investors are advised to monitor the 4000-point level closely; if the index can maintain its position above this threshold with increasing trading volume, it may be a good opportunity to selectively invest in underperforming stocks within the leading sectors [3]. - Caution is recommended, especially for those holding leading stocks, with suggestions to set stop-loss levels at the 5-day moving average to mitigate potential losses [3]. - For investors without current positions, it is advised to wait for a pullback to key support levels before entering the market, rather than chasing after rising stocks [3].