A股市场修复行情
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和讯投顾孙鹏:否极泰来就在明天
Sou Hu Cai Jing· 2025-11-20 08:17
地量信号持续强化,上证成交额预估7200亿连续两日低位,个股位置优势凸显,微盘股及中证2000跌至 关键支撑位,外围反差孕育补涨潜力;技术面呈现双针探底形态、资金面上,北向尾盘抢筹、融资余额 回升,事件驱动方面,周末政策以及美联储降息预期作用,在这三重催化下,明日大阳线反包概率较 大,若早盘快速下探可视为加仓机会,当前A股估值、情绪、资金面均处历史极端低位,修复行情箭在 弦上,即使短期反复也无非是"最后一跌",建议坚定信心、守住筹码,逆势布局者终将迎来胜利。 11月20日,和讯投顾孙鹏表示,尽管今日上证指数小幅回调15点、市场连续5日弱势且个股亏钱效应显 著,尤其双创指数反复震荡、亚太股市普涨下,A股独立调整引发质疑,但当前市场已处于阶段性底部 区域,明日或迎否极泰来的变盘节点。 ...
资金情绪持续回暖 A股市场连日反弹
Zhong Guo Zheng Quan Bao· 2025-06-04 21:16
Market Overview - A-share market continued to rebound on June 4, with all three major indices opening higher and closing positively, particularly the ChiNext Index which rose over 1% [1][2] - The total trading volume reached 1.18 trillion yuan, with nearly 4,000 stocks rising and over 80 stocks hitting the daily limit [1][2] - The market is currently in a repair phase, supported by a series of domestic policies, limiting the adjustment space [1][5] Sector Performance - The consumer sector saw significant activity, with beauty care, textiles, and retail sectors leading the gains, with increases of 2.63%, 2.53%, and 2.41% respectively [2][3] - Solid-state battery and optical module sectors also performed well, contributing to the overall market rebound [1][2] - A total of 32 stocks reached historical highs, predominantly from the banking, pharmaceutical, and food and beverage sectors [3] Fund Flow - On June 4, the net inflow of main funds in the CSI 300 exceeded 3 billion yuan, indicating a recovery in market sentiment [3][4] - Among the 13 sectors with net inflows, electronics, communications, and power equipment led with inflows of 22.99 billion yuan, 13.48 billion yuan, and 11.00 billion yuan respectively [4] - Conversely, sectors such as defense, pharmaceuticals, and automotive experienced net outflows [4] Investment Strategy - Analysts suggest focusing on high-performance consumer leaders and traditional companies with new consumption thinking, as they may benefit from structural opportunities [3][5] - The current market environment is characterized by a focus on safety and stability, with recommendations to invest in dividend-paying stocks and technology sectors [5][6] - The upcoming Lujiazui Forum is expected to announce significant financial policies that could support market expectations [5]