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today, a-shares as a whole bottomed out and rebounded. the shanghai composite index narrowly held 2,700 points, while the shenzhen component index lost 8,000 points. the science and technology innovation 50 index performed weakly, falling more than 1% and closing at a new low in more than seven months.

the trading volume of the two markets fell below 500 billion yuan again, with only 481.7 billion yuan, a new low in one month.

on the market, construction machinery, lithography machines, real estate, home appliances and other sectors led the gains, while immunotherapy, sand control, brewing, pork and other sectors led the losses.

wind real-time monitoring data shows that the computer and real estate industries received a net inflow of more than 1 billion yuan in main funds, and machinery and equipment, household appliances, banks, automobiles, etc. also received a net inflow of more than 100 million yuan. the main funds in the electronics industry had a net outflow of more than 1 billion yuan, and environmental protection, pharmaceutical biology, non-ferrous metals, etc. also had a net outflow of more than 100 million yuan.

looking ahead, boc international pointed out that the incremental funds in the market are limited, the wait-and-see sentiment is still strong, and the short-term market style equilibrium process is still continuing. with the upcoming key moments such as the federal reserve's interest rate meeting, the fed's first rate cut and the subsequent rate cut path are the focus of current market attention. combined with historical experience, after the first cut, overseas risk assets may experience fluctuations caused by phased recession transactions. in the next two weeks, we need to focus on domestic policies and the performance of global assets and changes in market styles after the fed's rate cut.

huatai securities believes that the market lacks new key variables and the trading sentiment of funds is weak. looking back, the current bottom position of the index is relatively solid, and the spatial bottom is initially in place, but the time bottom still needs to pay attention to the release of incremental policies. in terms of allocation, it is still recommended to continue the previous allocation ideas, and a50 non-financial assets may still be the bottom position choice for medium-term allocation.

in terms of hot spots, diversified finance rose sharply in the afternoon and became an important driving force for the market rebound. after a slight decline in the afternoon, the sector index rose from a drop of more than 1% to a rise of more than 2% in less than an hour.

jiuding investment hit the daily limit in just about 4 minutes, and hongye futures hit the daily limit for the second consecutive day, with its share price hitting a 5-month high. avic industrial finance and ruida futures also saw unusual increases during the trading session.

cicc said that against the backdrop of increasingly improved supervision, shifting industry growth rates and optimized competitive landscape, it is recommended to pay attention to companies in the diversified financial sector that have relative advantages in industrial operations, risk control levels and cost management.

the concept of lithography machines remained strong throughout the day, and the sector index opened high and once surged by nearly 4%. tongfei shares rose by 20%, zhangjiang hi-tech, highly shares and many other stocks also rose by the daily limit, wavelength optoelectronics, xinlai materials, jinghua laser and others also rose by the daily limit or more than 10%.

guorong securities said that the current localization rate of lithography machines is only 2.5%, and the gap between the whole machine technology and overseas is large. according to information from china international bidding network, in the bidding of semiconductor equipment, the localization rate of core equipment such as etching and deposition has been greatly improved, and related chinese companies have gradually caught up with overseas companies in core technology. although there are related state-owned enterprises in various tracks that are constantly developing, there is still a large gap between them and overseas companies, which also indicates that domestic component companies have great development opportunities.

the real estate sector also opened higher and continued to rise today, with a large volume increase for the fourth consecutive day. china communications construction real estate and electronic city both hit the daily limit for the second consecutive day, and i love my home also closed strongly. leading real estate companies such as poly development, china merchants shekou, and vanke a also opened higher and strengthened.

on the news front, expectations for adjustments to existing mortgage rates have risen again recently. minsheng securities believes that the resurgence of expectations may be based on the widening gap between existing mortgage rates and new mortgage rates, as well as the increased credit loss pressure on banks due to the "early repayment" phenomenon, which to a certain extent highlights the necessity of lowering existing mortgage rates.