Market Overview - The market experienced a typical washout structure with a rapid afternoon pullback followed by a quick rebound, closing down only 0.03% [1] - Trading volume shrank to 1.733 trillion, falling below 1.5 trillion again, with 8 stocks hitting the limit down while 3,277 stocks rose [1] Market Sentiment - Current market sentiment indicates a low probability of a significant rise, with major players like Huijin merely stabilizing the market until uncertainties around tariffs and interest rate cuts are resolved [3] - The market is characterized by a lack of profit effects, leading to widespread pessimism among investors [3] Sector Performance - The Hang Seng Medical Index has reached a new high, while the Hang Seng Technology Index has seen a rebound due to recovery in e-commerce and food delivery sectors [3] - Key sectors such as liquor, securities, banks, and real estate are expected to see slight upward movements without major surges [6] Future Outlook - The A-share market is anticipated to undergo a shift, with the Shanghai Composite Index likely to rise by over 0.5% soon, as the ChiNext has rebounded for several days [6] - The market is expected to continue its upward oscillation, with individual stocks experiencing rotation in performance [6] Market Dynamics - The current market is described as a slow bull, characterized by upward oscillation rather than a true bull market, with indices showing gains but individual stock performance varying widely [8] - The three major indices have rebounded by several points, but the overall sentiment does not reflect a genuine bull market experience [8]

文章来源：公众号佩佩梭哈 比特币行情暴涨暴跌， 昨天BTC最高涨到$109000，随后传出川普考虑加入战争, 比特币急跌6000点。凌晨BTC触底103300反弹至105000附近，这半年以 来， 行情怎么走，关键还是川普，这种急涨急跌一般视为暴力洗盘阶段，变盘的前奏，近期的操作一定得注意仓位和止损的保护！ 比特币 但目前多头力量弱，资金买入意愿低，凌晨反弹仅为超跌反弹，建议今日尽量不操作。多单持仓体验差，仅博弈今日反弹，主观仍偏向做空。 比特币短期难有效突破，建议维持逢高看空思路，目前亚洲盘都在抄底，警惕欧美晚间砸盘。 目前还在震荡区间，4小时箱体底部103300，箱体顶部109000，是日线箱体底部，靠近底部可以做短多，目前暂时没有破位，短期有个压力106100可以做 个空，关注106100能否有效突破，下行趋势未改，高点不断下移 今晚凌晨美联储利率决议，将是一个大波动的时刻，所以这两天大饼的波动并不是很大，方向也不是非常的明确，就看这次美联储的利率决议了。结合市 场进行一个小小的预测：大概率维持当前利率不变的！ 如果，美联储利率维持不变，那么大饼以及美股预计会出现一波深度回撤进行调整，针对9月份的降息做 ...

首先，从指数角度来看，中证1000已经完成了缺口的回补，这是一个积极的信号。大盘指数虽然短期可 能还会经历洗盘调整，但调整空间预计有限，大概率在3300点到3320点之间。这种走势与2024年12月的 情况有些类似，当时也是经过洗盘之后，市场通过一根大阳线确定了后续的拉升行情。因此，从历史经 验来看，当前市场也有望复制类似的走势。 此外，参考2023年GDP走势，5月底经济数据开始企稳，6月份经济表现更为强劲。这种经济走势往往会 对股市产生积极影响。当前市场虽然塑料抱团已经到极致，但更多是机会大于风险的时间点，而不是过 于悲观的时候。投资者应该保持耐心，等待大阳线的出现，而不是盲目跟风或过度担忧。 其次，从市场情绪和个股表现来看，近期市场出现了一些积极的变化。之前抱团的高位妖股开始出现调 整，这表明市场的风格可能正在发生转变。当高位股开始调整时，往往意味着资金会从这些股票中流 出，进而寻找新的投资机会。这种资金的重新配置，往往会为市场的向上变盘创造条件。 再者，从资金面来看，连续三天都有不同容量的股票站出来表现，这说明大资金已经在悄然布局，有准 备"干活"的迹象。大资金的动向往往对市场走势有着重要的影响，资金 ...

Group 1 - The US-China trade war has escalated, with China showing no signs of compromise while demonstrating goodwill, leaving the opportunity for the US to reset relations [1] - Despite some impact on companies exporting to the US, the overall Chinese market remains stable, and there is a strategic shift towards developing the semiconductor industry to reduce reliance on the US [1] Group 2 - The Shanghai Composite Index opened lower, reaching a low of 3277 points and a high of 3294 points, with a trading volume of 430 billion [3] - The index has shown a five-day correction from a previous dead cross, indicating a potential upcoming change in market direction as short-term moving averages are about to converge [3] Group 3 - Market sentiment remains low due to a combination of month-end patterns and disappointing quarterly reports, although there are signs of activity in specific sectors [5] - The consumer sector is experiencing adjustments, suggesting that only selective stocks may perform well while the overall market awaits a broader recovery [5] Group 4 - The three major indices experienced narrow fluctuations, with PEEK materials and beauty care sectors showing notable gains [7] - The market remains in a low-volume oscillation phase, with the potential for a rebound if trading volume increases in the coming days [7]