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和讯投顾程佳:注意当前市场资金切换,节后将有机会去捕捉
He Xun Cai Jing· 2025-04-29 10:47
Group 1 - The market is experiencing a shift in funds from large-cap stocks to technology stocks, indicating a change in investment strategy as the market approaches the holiday period [1][2] - Small-cap stocks have shown positive performance recently, particularly in sectors like robotics, artificial intelligence, and low-altitude applications, suggesting a potential rebound [2] - The index level of 3290 is identified as a critical threshold; if it is surpassed, the market may aim for 3300 points post-holiday, while failure to maintain this level could lead to a decline towards 3250 points [2][3] Group 2 - Despite a lack of market volume, there is an expectation for a stable environment that allows for profit-making opportunities, with individual stocks showing signs of rebound even as the index declines [3] - The outlook for May is optimistic, with expectations for significant opportunities as policies are implemented and low-interest trends emerge [3]