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xie yi of nord fund pointed out that except for the high-dividend industries that have seen large gains in the previous period and even set new highs, including banks, coal, and oil, most other industries and sectors are at a relatively low point in the current period. from a valuation perspective, it is likely to be the bottom in 5-10 years, which is a state with high cost-effectiveness.

the liquor, food and beverage sectors in the consumer sector, the pharmaceuticals and equipment in the medical sector, the consumer electronics and semiconductor sectors in the electronics sector, etc., especially the consumer electronics sector, rose the most today, which may be related to the upcoming launch of apple's new generation of mobile phones.

small and medium-sized stocks, as the focus of long-term investment, are currently under pressure, but there are also many stocks with good fundamentals that are worth paying attention to. in addition, policy direction and market changes are also important reference factors.

market signals are clear and opportunities continue to emerge

in addition to the above-mentioned industry-level opportunities, small and medium-sized stocks have generally been under pressure in the early stages at the style level. there are many stocks with good fundamentals, and stocks of this style are also worthy of our attention.

policy-driven, clear market direction

guotai fund said that in the short term, with the steady growth policy in force and the window for overseas interest rate cuts approaching, core assets will have opportunities for oversold rebounds from time to time, especially in the electric power, pharmaceutical and financial sectors. in the long term, the macro environment will be more complex in the second half of the year, and technology and security will still be the two main themes of policy. we still recommend that the main positions be biased towards the value of the market, and the technology theme is a tactical opportunity.

focus on underlying dynamics and invest prudently

china europe fund believes that when the market is in a buying range, the clues that will benefit from the structural switching in the short-term market rebound are first the oversold and undervalued sectors, especially the core industries of stabilizing growth such as real estate that may benefit from subsequent policy stimulus; secondly, the rebound opportunity after the oversold domestic demand sector; and finally, the main growth lines such as technological independence and the apple supply chain.

focus on the future and actively plan

galaxy fund said that the market style may spread from high dividends to high prosperity and high roe.

in short, the financial market is in a volatile period with both opportunities and challenges. investors need to maintain rational judgment, pay close attention to policy changes and market signals, choose a suitable investment portfolio, and plan for the future in a steady manner.