但如果遇到股价可能出现调整的时候，投资者该如何应对呢？第一个方法就是购买可转债。如果投资者 买入的不是股票，而是可转换债券，那么投资者就不用因为担心股价调整过多而进行避险操作。可转债 自带避险属性，转债价格在下跌到100元附近时会遇到极大的价格支撑。如果投资者持有的是平值可转 债，就不需要另外进行避险操作，这样也就能够避免出现踏空的情况。 第二个方法是对持股进行套期保值。当投资者买入优质蓝筹股之后，如果认为股市有短期调整的需要， 可以通过交易相关的金融衍生品来对冲短期投资风险，等到风险因素解除或者调整完毕时，投资者可以 平仓金融衍生品，重新回到正常的持股待涨阶段。此时不管用来对冲风险的金融衍生品盈亏如何，投资 者都不会面临不愿追高买回股票的煎熬局面，因为止损对冲的衍生品远比高价买回曾经低价卖出的股票 更加容易。 第三个方法就是设定强制买回的委托。现在的券商交易系统，大多具备条件单的功能。如果投资者10元 买入的股票上涨到了11元，投资者想要卖出规避短期调整风险，但又担心今后股价上涨到12元自己不愿 买回，也可以提前设置条件单，当股价上涨到12元时触发条件单买回持股，用没有人类感情的策略单来 回补股票也是一个可 ...

Group 1 - The core viewpoint is that a genuine bull market in China is yet to begin, with signs of a recovery in the profit fundamentals [2] - The current market environment suggests that opportunities may arise from the easing of liquidity constraints, particularly in the Hong Kong stock market, which may see a rebound after a period of stagnation [2] - The focus for growth investments is shifting from technology-driven sectors to those benefiting from overseas expansion, with cyclical manufacturing sectors (such as non-ferrous metals, machinery, and chemicals) expected to become the mid-term mainline [2] Group 2 - The overall industry selection framework remains centered around resources, new productive forces, and overseas expansion, with resource stocks transitioning from cyclical to dividend attributes due to supply constraints and global geopolitical tensions [3] - The Chinese manufacturing sector's globalization is seen as a key driver for market capitalization growth, as it translates competitive advantages into pricing power and improved profit margins [3] Group 3 - Tactical analysis indicates that recent communications between the US and China suggest a stabilization of short-term risks, with a weak dollar and overseas interest rate cuts favoring China's monetary easing [5] - The market adjustment is viewed as an opportunity, with expectations that A/H share indices may reach new highs, supported by positive developments in the Chinese economy [5] Group 4 - The bull market is characterized by high turnover rates followed by periods of consolidation, with potential shifts in market style and sector leadership [7] - Financial sector allocations are expected to shift from banks to non-bank financials, as the latter may exhibit greater earnings elasticity in a rising bull market [7] Group 5 - The market is experiencing increased short-term speculation, with a continuation of a hot-spot rotation pattern, although the overall positive trend remains intact [10] - The focus on policy expectations is anticipated to lead to new investment opportunities, particularly as the upcoming political meetings may enhance market risk appetite [11] Group 6 - Investment opportunities are identified in sectors benefiting from the "anti-involution" trend, domestic consumption, and technological self-sufficiency, with a particular emphasis on AI, robotics, and semiconductor industries [12]