大金融发力，沪指午后重返3400点！发生了什么，你必须知道

Market Overview - The market experienced a rise led by financial stocks, with the ChiNext Index leading the gains, and the Shanghai Composite Index returning above 3400 points, closing up 0.86% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.32 trillion yuan, an increase of 25.2 billion yuan compared to the previous trading day [1] Financial Sector Performance - The financial sector, particularly insurance and securities, showed strong performance, while banks and real estate lagged behind [3] - The leading ETFs in the financial sector included the Securities Insurance ETF, which rose by 4.22%, and the Securities ETF, which increased by 3.45% [4][5] Market Dynamics - The Shanghai Composite Index reached a peak of 3415.31 points but could not maintain this level, indicating ongoing resistance at the 3400-point mark [7] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio, effective from May 15, which is expected to inject approximately 1 trillion yuan of long-term liquidity into the market [7] Investment Insights - Analysts suggest that the increase in liquidity signals a strong policy focus on market liquidity, which may provide insurance funds with broader asset allocation opportunities [7] - The recent regulatory changes in public funds may lead to a rebalancing of holdings, creating potential short-term adjustment pressures and opportunities for style rotation [9] Shipping Sector Performance - The shipping sector showed strong performance, with significant gains in container shipping futures, driven by positive developments in US-China trade talks and the upcoming peak shipping season [10][11] - Analysts predict that demand for shipping may exceed expectations due to improved inventory needs in the US supply chain, potentially leading to an increase in freight rates [12]