收评：A股三大指数探底回升沪指涨0.15% 微盘股指数跌超4%，市场超3800股下跌

Market Overview - The A-share market showed a slight recovery with the Shanghai Composite Index rising by 0.15% to 3370.03 points, while the Shenzhen Component Index increased by 0.07% to 10695.49 points, and the ChiNext Index rose by 0.01% to 2152.55 points. The total trading volume in the Shanghai and Shenzhen markets reached 14,507.39 billion yuan, with over 3,800 stocks declining [1] Sector Performance - The tourism sector experienced a strong rally, with stocks like Zhangjiajie, Emei Mountain A, and Tianfu Cultural Tourism hitting the daily limit. This surge was supported by recent measures from Guangdong Province aimed at promoting high-quality development in the tourism industry [2] - The electric power sector also saw gains, with Jiangsu New Energy hitting the daily limit and other companies like Shaoneng Co., Jiaze New Energy, and Hengsheng Energy following suit. Analysts suggest that the electric power sector has undergone significant adjustments, presenting potential investment opportunities [3][4] - The media sector showed notable activity, with stocks such as Duku Culture and Zhangyue Technology rising sharply. This movement was influenced by the National Press and Publication Administration's solicitation of opinions on the "National Reading Promotion Regulations" [5] Institutional Insights - Xinda Securities indicated that despite recent market fluctuations, the overall bull market trend remains intact. They noted that seasonal patterns may lead to minor disturbances, but improvements in household funds and corporate earnings are expected to support the market [6] - Huaxi Securities highlighted the current "pullback market" phase, suggesting that the market is transitioning from valuation-driven growth to a focus on fundamental pricing. They recommend attention to domestic demand sectors and resource opportunities related to price increases [7] - Ping An Securities emphasized that the market is experiencing a divergence in performance following the rapid rise driven by AI trends. They foresee that policy implementation and industrial catalysts will gradually enhance the fundamentals, leading to a deeper market differentiation [8]