再聊市场走势，高璐明认为中期上涨行情尚未结束，坚定看涨；短线市场大概率仍有上冲动作，但短期 回踩也越来越近。从外围走势看，欧美主要指数小幅分化但整体稳定，大宗商品震荡，黄金上涨近 1%，汇率维持在7.17附近，A50震荡反弹，外部环境整体偏暖。从技术面看，自上周四强调市场开始酝 酿加速后，市场已连续四连阳，昨日三大指数继续上攻，收小中阳线，做多力量较强。同时，昨日市场 放量，沪深两市量能增加近1300亿，整体量能达1.9万亿，呈现量价齐升态势。不过，昨日市场盘中出 现一定分歧，尾盘上攻过程中两次明显冲高，表明近期涨幅较大的品种资金开始出现分歧或走弱信号， 若不能快速化解，短期回踩动作或将酝酿。 但整体行情并未结束，震荡或回踩多为短期行为，后续大概率仍会上攻，且目前尚未给出明确信号。因 此，可耐心等待市场走弱或确认短期回踩。中期行情仍未走完，无需过度担心。即便后续回调，也是近 期涨幅较高的品种面临较大回调风险和压力，而低位未明显上涨的品种将继续保持稳定，短暂震荡消化 后仍以上涨为主，无需过度担忧。 操作上，对于在5日均线、10日均线附近横盘震荡且未明显上涨的品种，以持有等待为主；对于涨幅较 高的品种，尤其是水电 ...

Market Overview - The U.S. non-farm payrolls for June reached 147,000, exceeding the market expectation of 110,000, indicating a strong economy and reducing the likelihood of a rate cut in July [1] - The Chinese Ministry of Industry and Information Technology emphasized the need to address low-price competition in the photovoltaic industry, which may lead to a short-term rebound in the solar sector [1] - The U.S. has relaxed restrictions on EDA software for Chinese companies, suggesting a potential easing of trade tensions and a reduction in development pressures for related sectors [1] Technical Analysis - The mid-term upward trend in the market is still intact, while the short-term is in a consolidation phase, with a potential direction change expected soon [2] - A significant volume increase is necessary for a breakout, with a target of 1.5 trillion to 1.6 trillion in trading volume [2] - The three major indices are showing signs of mutual influence, with the ChiNext index starting to break upwards, but volume needs to increase for a valid breakout [2] Investment Strategy - The market remains in a strong state, with key support levels at 3,420 and 3,403 points not being breached, suggesting a focus on long positions [2] - Caution is advised for stocks that have surged significantly and are far from the 5-day moving average, as they may face short-term pullback pressure [2] - Opportunities may exist in sectors that are consolidating near the 10-day moving average without significant issues, as they are likely to see a rebound when the market breaks out [2]