今天，“冲高回落”历史被改写了

Group 1 - The core viewpoint of the news is that the recent consensus reached between China and the U.S. has positively influenced market sentiment, particularly benefiting the military industry sector [1] - The military sector showed strong performance, with military ETFs rising by as much as 6%, indicating optimistic future global order prospects for Chinese military equipment [1] - The military industry is considered a long-term investment focus due to its historical underperformance and potential for valuation increases following recent events [1] Group 2 - Another notable sector is humanoid robots, which saw a rise of over 3% due to strong order fulfillment reported by a leading company in the field [2] - The humanoid robot index is expected to reach new highs, driven by continuous innovation and event-driven market dynamics [2] Group 3 - The A-share market experienced a "high open and low close" phenomenon, with the securities sector showing significant volatility, initially rising over 1.5% before a late surge brought it to a maximum increase of 2.67% [4][6] - The securities sector's performance is crucial for overall market sentiment, as its recovery indicates a restoration of market confidence [6] - The Shanghai Composite Index initially rose by 29 points but closed only 12 points higher, illustrating typical market behavior of retreating after initial gains [5] Group 4 - The market's expectation for the Shanghai Composite Index to challenge the 3400 or even 3500 points level has increased significantly due to the strong performance of the securities sector [6]