The most关注 over the weekend was the US-Iran talks. After multiple rounds of intensive negotiations, no substantial成果 was reached, with core disagreements still集中 on Iran's nuclear capabilities, control of the Strait of Hormuz, and regional conflict-related demands. This negotiation was essentially a test under internal压力, and given the lack of mutual信任, short-term突破 is normal. The market had早已预期 this outcome, and the Middle East situation has gradually cooled and become less敏感.

Returning to the A-shares market, this week’s表现 was strong, with the Shanghai Composite Index rising 2.73% over the week, the Shenzhen Component and ChiNext Index surging 7.16% and 9.50%, respectively. All 56行业分类 in Tongdaxin were红 across the board, led by electronics components, semiconductors, and new energy sectors. Nearly 5,000 stocks achieved positive returns throughout the week. Market成交额显著扩大, with daily平均成交超过2.12 trillion yuan, an increase of over 240 billion yuan from last week. Main资金 also净流入21.2k yuan on Wednesday and about 86.9B yuan on Friday, reflecting long-term资金’s认可 of current market valuations.

From a technical perspective, the Shanghai Index previously formed a十字星整理 pattern for ten consecutive days. This week, it closed with a中阳反包上影线, forming a classic底部形态, with多头占据主动. Currently, the Shanghai Index remains within the 3,800-4,200 point box since September 2025, and has reached the变盘时间窗口 of the 32-week震荡周期. The ChiNext Index performed even更强, with a长阳反包突破27周箱体上沿, and the 5/10/20-week均线 are in多头排列. The MACD指标 is about to金叉, signaling an early反弹.

Overall, the lack of成果 in the US-Iran negotiations only causes情绪性冲击 to A-shares. Next Monday, a small低开 is possible but will likely be quickly消化. Considering the current强势盘面, volume expansion, and变盘节点, next week’s A-shares are likely to继续震荡, adopting a slow牛节奏 of 进二退一, focusing on结构性机会.

(This article is a整理 of market investment ideas, not investment advice, for参考 only.)