午评：沪指涨0.32%，银行、保险等板块拉升，6G概念活跃

Market Overview - The Shanghai Composite Index rose by 0.32% to 3334.9 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.13% and 0.33% respectively. The North Exchange 50 Index increased by 2.67% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 974.5 billion yuan [1] Sector Performance - Sectors such as real estate, home furnishings, agriculture, food and beverage, pharmaceuticals, and liquor experienced declines, while the engineering machinery sector saw significant gains [1] - Financial sectors including banks, insurance, and brokerage firms showed upward movement, alongside active performance in 6G concepts and humanoid robot concepts [1] Market Sentiment and Predictions - According to Dongguan Securities, the A-share spring market rally has materialized since the Spring Festival, driven by favorable policies for new industries like AI and market anticipation of the Two Sessions and fiscal policies [1] - Following a period of valuation recovery and policy negotiations, market volatility has increased, with the Two Sessions taking place on April 4th and 5th. Historically, after policy expectations materialize during this period, the market may enter a phase of reduced trading volume and consolidation [1] - It is suggested that funds may shift towards defensive sectors such as dividends, with a likelihood of the market continuing a trend of oscillating upward as policy details become clearer and enforcement strengthens [1] - Recommended sectors for focus include TMT (Technology, Media, and Telecommunications), machinery equipment, and dividend stocks [1]