A-share market opening express | Three major stock indexes collectively opened high with storage chips, Apple concept, and shipping sectors leading the gains.

The three major stock indexes in A-share collectively opened higher, with the Shanghai Composite Index rising by 0.1% and the Growth Enterprise Index rising by 0.42%. On the market, the storage chip, Apple concept, and shipping sectors led the gains, while the petroleum concept, pharmaceuticals, and precious metals sectors led the declines. Institutional Views on the Future Market EB SECURITIES: The A-share market has probably found the short-term bottom and can focus on the layout around "benefiting from high oil prices + earnings certainty." EB SECURITIES stated that the A-share market has probably found the short-term bottom and is expected to focus on consolidation and recovery in the future. April is traditionally a "decisive window" for the A-share market, with two key events determining the medium-term market direction: first, the intensive disclosure of annual reports and first-quarter reports by listed companies, which are expected to gradually shift the market from theme-driven expectations to fundamental pricing. Second, the heavyweight meeting held in late April will set the tone for the year's economic development, with the market generally expecting policies to continue with a moderately loose monetary and proactive fiscal stance. Policies such as boosting consumption through eight major actions and supporting the exchange of old goods for new goods with ultra-long-term special national bonds are expected to continue to take effect. In terms of positioning, the focus can be on the dual themes of "benefiting from high oil prices + earnings certainty": first, the general energy theme, including coal, coal chemical, oil and gas, shipping ports, and other industries directly benefiting from higher oil prices, and new energy sectors such as solar energy, energy storage, wind power, and nuclear power with energy substitution logic; second, the performance-oriented technology theme, with a focus on industries such as electronics (semiconductors, AI hardware), communications, electric power equipment (AI power, energy storage), and other areas with industry trends and strong performance realization capabilities. Orient: The market is still in a weak and choppy phase, with serious sector differentiation, and technological growth remains the focus of attention Orient stated that overall, the market is still in a weak and choppy phase, with serious sector differentiation, and technological growth remains the focus of attention; in the short term, the Shanghai Composite Index is still consolidating around 3900 points, with the potential to challenge the 3950 point gap pressure in the future. This article is reprinted from Tencent Stock Selection, GMTEight Editor: Chen Wenfang.