From the Shanghai Composite Index, after the positive line rebounded for three consecutive days, it fluctuated narrowly near the flat line on Friday. There was no problem with the trend. Once incremental funds entered this position, it would be easy to get out of a trend rebound trend, which is worthy of attention.
In terms of structural opportunities, the market funds are currently mainly focused on the technology, local defense sectors, as well as the low valuation + high dividend directions. The technology market is mainly based on the rotation speculation of communication services, CPOs, PCBs, computing power, etc.; and defense and high dividend defense mainly include consumption, nonferrous metals, chemicals, electricity, etc., and the opportunities of related stocks can be explored in depth at the discretion of appropriateness.
The following hot stocks are transferred from Shanghai Jiufang Intelligent Investment Institution Research for reference only:
