Pre-market Strategy

StrawberryIce · 2026-04-02T01:25:02+00:00

The market rebounded strongly yesterday, with trading volume surpassing 2 trillion yuan. The electronics, pharmaceuticals, and other sectors performed notably, and northbound funds also experienced net inflows. Optimism from the U.S. stock market suggests that the A-shares may continue to rise, with attention on the resistance level at 3,960 points for the Shanghai Composite Index. It is recommended to focus on investment opportunities in technology, AI, and innovative pharmaceuticals, but caution is advised.

StrawberryIce

2026-04-02 01:25:02

Abstract generation in progress

Yesterday, the market indeed saw a strong rebound, with trading volume at 2.03 trillion, 4,495 stocks advancing and 887 declining. The “money-making effect” was strong. On the trading board, electronics, biopharmaceuticals, and communications saw net inflows. Northbound capital was net inflow of 4.268 billion yuan throughout the day, favoring defensive sectors such as biopharmaceuticals, liquor, and finance.
Overnight U.S. stocks: the Dow, the S&P, the Nasdaq, and chip stocks all surged. The memory and computing-power directions were strong. This is favorable for A-share semiconductors, AI computing power, and memory chips. Today’s A-share main theme is highly synchronized, providing support for sentiment and capital.
In summary: personally, I believe today’s broad rally will still see a pull at some point. Watch the SSE Composite Index at the 3,960 resistance; if it breaks out with increased volume, then look toward the 4,000 level. We previously highlighted the 3,800 to 4,000 range as consolidation—keep control of the timing.

Expected directions: ① Technology + AI: memory chips + liquid cooling + optical communication CPO ② computing power + data centers ③ innovative drugs

Yao Ming Kangde: innovative drugs/CXO (the strongest main theme, the greatest upside leverage). The global CDMO leader. The outlook for the first-quarter results is improving. BD overseas expansion is booming (in the first three months total value exceeded $60 billion). Yesterday, main fund net inflow was 434 million yuan, and northbound trading was 2.740 billion yuan. Technically, it broke out on increased volume and is in sync with yesterday’s limit-up lineup (Tianjin Pharmaceutical and Pharmaceutical Industry achieved 4 consecutive limit-ups). Watch for the chance to buy on a pullback near the 5-day moving average, around 78. Don’t chase after a high opening. Hold for 1 to 2 days
The information above is for reference only and does not constitute investment advice.
$Yao Ming Kangde (sh603259)$$Yao Ming Kangde (sh603259)$

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.