和讯投顾宛艳刚：高位继续抱团指数与情绪共振调整

Market Overview - The index continues to experience fluctuations, targeting the 3200-point mark, with the banking sector supporting the index while brokerage and internet finance sectors remain volatile [1] - Short-term themes are characterized by extreme volatility, with many stocks showing one-day performance, indicating a lack of sustained momentum [1][2] Sector Performance - The nuclear power sector, despite significant external investment and domestic policy support, faced heavy selling pressure, leading to weak performance of key stocks like Shanghai and Lanstone [1] - The overall sentiment in the market remains low, with expectations of further adjustments as the index approaches 3200 points [2] High-Quality Sectors - The chemical and electric power sectors are identified as the only viable high-quality sectors for investment, with strong underlying logic supporting their performance [3] - The electric power sector benefits from increased demand due to rising temperatures and the growth of data centers, while the chemical sector is expected to see long-term gains due to global trade tensions and supply chain issues [3] ETF Performance - Food and beverage ETF (515170) has seen a recent decline of 1.34% with a market cap of 55.8 billion, indicating a net outflow of 100.8 million [5] - Gaming ETF (159869) has decreased by 2.80% with a market cap of 57.0 billion, showing a significant net outflow of 2633.3 million [5] - Cloud computing ETF (516630) has experienced a decline of 1.83% with a market cap of 5.5 billion, reflecting a net outflow of 408.1 million [6]