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Afternoon comment: Prev fell slightly by 0Scratchmakeymakey.12%ScratchmakeymakeyReal estate sector weakened, medicine, banking plate rose Securities Times News, 30 morning trading, Prev concussion weakened, gem, science and technology 50 index fell more than 1%; half-day turnover of nearly 700 billion yuan between the two markets, northbound funds sold more than 3 billion yuan. By the close of noonScratchmakeymakey...

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Afternoon comment: Prev slightly fell 0.12%, real estate sector weakened, medicine, banking plate rose Securities Times News, 30 morning trading, Prev concussion weakened, gem index, science and technology 50 index fell more than 1%; half-day turnover of nearly 700 billion yuan between the two markets, northward net funds sold more than 3 billion yuan. By midday, the Prev index was down 0.12% at 3109.26 points, the Shenzhen Composite Index was down 0.63%, the gem index was down 1.25%, and the Kechuang 50 index was down 1.1%. The total turnover between the two markets was 693.9 billion yuan, with a net sale of 3.249 billion yuan for northbound funds. On the market, household appliances, medicine, banking and other sectors rose against the market, tourism, construction, insurance, semiconductors, real estate, brokerage and other sectors weakened, and the concept of low-altitude economy, humanoid robots and solid-state batteries fell. Starstone Investment said that the overall performance of the stock market in April was volatile. Under the background that the main line was relatively unknown, the stock market was greatly affected by the announcement of results, and the stock market structure appeared.ScratchmakeymakeyA relatively sufficient adjustment has been made. In the environment in which the new "National Nine articles" guides the capital market to focus on the investment side, as the financial disclosure is coming to an end and domestic policies are actively promoted, the stock market risk appetite may gradually pick up. Judging from the recent performance of the stock market, the bottom of the stock market is relatively solid, the growth sector adjusted by valuation is strong, while the dividend value sector shows a significant adjustment, which implies that it may be necessary to pay attention to the investment changes brought about by the high-low switch. the current opportunities for the growth sector will be relatively better. Relative to the value sector, the growth sector is low, especially the profitable core assets valuation has deviated significantly from the fundamentals, with the rebound of market risk appetite, high-quality growth assets may appear premium. In addition, recently, a number of foreign institutions have raised their forecasts for China's economic growth in 2024, superimposed by the US economy and the Fed's monetary policy, there is still uncertainty, and the increase in foreign holdings of Chinese assets may become an important incremental fund for the stock market. Proofread: Li Lingfeng