上周市场表现较弱，主要指数全线回调。截止上周五收盘，沪指收于3238.23点，周跌3.11%；上证50收于2619.58点，周跌1.60%。 中信行业板块方面：农林牧渔、商贸零售、国防军工涨幅居前；电力设备及新能源、通信、传媒跌幅居前。 | | | 估值水平 | 周涨跌幅 | 近一季度 | 41 : | | --- | --- | --- | --- | --- | --- | | | | (PE TTM) | | 涨跌幅 | 涨 b . m | | A股主要 | 科创50 | 81. 80 | -0.63% | 6. 43% | 2. 30% | | | 上证50 | 10. 47 | -1.60% | 2. 32% | -2. 43% | | | 沪深300 | 12. 06 | -2. 87% | 0. 48% | -4. 69% | | | 上证综指 | 13. 80 | -3.11% | 2. 20% | -3. 39% | | 证券指 | 科创创业50 | 34. 76 | -4.19% | -3.52% | -8.32% | | 数 | 中证500 | 27.66 | -4.52% | 3. 9 ...

天津市国资委日前召开市属国有上市公司工作会，要求各监管企业和上市公司要将市值管理作为战略管 理行为，坚决维护资本市场平稳运行，进一步聚焦主责主业，加大改革创新力度，不断增强核心功能， 提升核心竞争力。除天津外，近日，北京、上海、山东、四川等多地有关部门均组织引导辖区国有控股 上市公司加强市值管理工作。接受证券时报记者采访的国资专家认为，地方国资委出台市值管理相关文 件，为地方国企推进相关工作提供了政策依据。地方国有上市公司加强市值管理有利于提升价值创造能 力、价值实现能力。 朱昌明强调，地方国有上市公司开展市值管理不仅是为了稳定市场、提振信心，更是推动国资国企改革 的重要抓手。考虑到相较于中央企业，地方国企管理灵活性更高，需注意避免短视的违法违规行为，防 范风险。 地方列出的国有控股上市公司市值管理要求也结合了本地区特点，各有侧重。如上海市国资委发布的文 件明确了上市公司、监管企业、国有资本投资运营公司、金融机构等不同市值管理主体的工作职责，特 别提到推动各类金融机构创新融资工具与指数产品，提供投研支持、长期投资等精准服务，强化市值管 理外部支撑；四川省国资委围绕建立健全市值管理制度、推动优质资源向上市公司集 ...

Group 1 - The core viewpoint of the article indicates that market sentiment has declined for two consecutive weeks, suggesting a bearish short-term outlook for market timing [1] - The market sentiment structure indicator was at 1.6 as of March 28, 2025, down 0.6 from the previous week, signaling a bearish outlook for the upcoming week [1] - The article highlights that the A-share market has experienced a decrease in trading volume, with a shift in funds from high-valuation growth sectors to low-valuation defensive sectors [5][9] Group 2 - The sentiment structure indicators show a negative signal, with trading volume decreasing and price-volume consistency declining to low levels [3] - The article notes that the overall trading volume in the A-share market has dropped to levels close to the beginning of the year, primarily due to a cooling off in the technology growth sector [5] - The article mentions that various industries have shown mixed performance, with a low degree of price-volume consistency, indicating a divergence in market sentiment [9] Group 3 - The cyclical defensive sectors are showing a predominantly bullish signal, with short-term trends favoring large-cap value stocks [12] - The public utilities sector continues to indicate a bullish signal, with other sectors like coal, transportation, and petrochemicals also showing positive short-term signals [12] - The relative strength indicators suggest that the large-cap and value styles are currently dominant, with a strong certainty of a shift towards large-cap and value stocks in the short term [14][15]

Core Viewpoint - The overall performance of the A-share market in 2023 is expected to be better than in 2013, despite recent fluctuations in the structural growth of the technology sector [1] Industry Analysis - The sectors that are expected to be overweight include semiconductors, consumer electronics, infrastructure, electrical equipment, and high-end machinery [1] - The sectors that are expected to be underweight include oil and gas extraction, water and environmental protection, e-commerce, medical services, and comprehensive services [1]

2月28日，A股市场整体下跌。 截至收盘，上证指数收报3320.9点，下跌1.98%；深证成指收报10611.24点，下跌2.89%；创业板指收报2170.39点，下跌3.82%。 两市合计成交18670.24亿元，较上一交易日减少1375.61亿元。 1.两市主力资金净流出超1140亿元 5.机构龙虎榜 | | 机构买卖个股情况 | | | --- | --- | --- | | 证券简称 | 日涨跌幅 | 机构净买入 | | | | 额(万元) | | 圣阳股份 | -3. 74% | 9881. 03 | | 东方错业 | 10. 00% | 6827. 73 | | 博实结 | -1.94% | 6261.79 | | 宏景科技 | 20. 01% | 2961. 28 | | GQY视讯 | 20. 06% | 2466. 02 | | 大位科技 | 6. 31% | 1582. 50 | | 天成自控 | -10. 01% | 1237. 10 | | 汉威科技 | -15. 13% | -211.07 | | 江苏吴中 | -10. 05% | -568. 04 | | 中电兴发 | 9.96% ...