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和讯投顾韩东峰:大盘突破3500点整数关口,银行护盘,热点散乱
He Xun Cai Jing· 2025-07-09 10:09
Group 1 - The core viewpoint of the article highlights the market's recent performance, particularly the Shanghai Composite Index's struggle to maintain above the 3500-point mark, with banks providing support while other sectors show scattered hotspots [1][2] - The long-term direction of the market is influenced by policy and funding support, with ongoing optimization of various systems and policies aimed at high-quality development, as seen in recent initiatives from the Ministry of Industry and Information Technology [1][2] - Despite a net withdrawal of funds in the previous week, the current low levels of interest rates indicate that the market is not lacking in liquidity, but rather in confidence and profit-making effects [1][2] Group 2 - The 3500-point resistance is considered weaker than the 3400-point level, as it has surpassed the previous high from October 8 of the previous year, suggesting a potential consolidation phase around the 3450-point level [2] - The financial sector, particularly banks, has shown strong performance throughout the first half of the year, with active trading in various financial instruments, while the insurance sector experienced a decline due to specific stocks [3] - Key investment opportunities may arise in sectors demonstrating technological breakthroughs, such as semiconductors and pharmaceuticals, alongside the focus on real estate and financial stocks [3]