投顾观市：小微盘涨势喜人，大盘能否突破3400点？

Market Overview - The overall market performance was decent but lacked strong upward momentum, primarily driven by small-cap stocks [1] - The securities brokerage sector contributed significantly to the index rise, although it did not show strong sustainability in the afternoon [1] Market Trends - The likelihood of a rapid surge above 3400 points is low; a pullback confirmation is expected tomorrow, followed by a range-bound consolidation [1] - The ChiNext index showed relatively strong performance, mainly due to the outstanding performance of the new energy sector, which appears to be in a rebound phase rather than a direct upward attack [1] Index Analysis - The Shanghai Composite Index exhibited narrow range-bound fluctuations, with weak buying interest in the afternoon [2] - A potential pullback to around 3368 points is anticipated; if confirmed, the market may continue its range-bound consolidation [2] - Traditional sectors like oil, coal, steel, and liquor need to perform well for the index to attempt an upward breakout [2] Sector Performance - Previous hot sectors such as robotics and artificial intelligence showed weak performance, with the semiconductor sector also underperforming [2] - The reliance on small-cap stocks alone is insufficient to drive the overall market, making range-bound consolidation a relatively positive outcome [2] ETF Insights - Food and Beverage ETF (Code: 515170) has a PE ratio of 21.03, with a recent net inflow of 573,000 CNY [4] - Gaming ETF (Code: 159869) has a PE ratio of 55.04, with a recent net outflow of 53.24 million CNY [4] - Semiconductor ETF (Code: 588170) has a PE ratio of 91.55, with a recent net outflow of 403,900 CNY [5] - Cloud Computing ETF (Code: 516630) has a PE ratio of 91.55, with a recent net inflow of 119,400 CNY [5]