收盘丨沪指涨0.39%，创新药概念再度爆发

Group 1 - The innovation drug sector showed strong performance in the afternoon, with significant gains in the shipbuilding, photolithography, banking, and precious metals sectors, while multi-financial, solid-state battery, and AI application concept stocks experienced a pullback [1][3] - Chip stocks continued their strong momentum, with companies like Chengbang Co., Kaimete Gas, and San Chao New Materials seeing over ten stocks hitting the daily limit [4] - The innovation drug concept saw a resurgence, with stocks such as Angli Kang, Saily Medical, and Guizhou Bailing hitting the daily limit, while Kexing Pharmaceutical, Yuekang Pharmaceutical, and Shutaishen showed notable gains [4] Group 2 - Main funds saw a net inflow into the pharmaceutical and biological, electric power, and banking sectors, while there was a net outflow from the computer and communication equipment sectors [5] - Specific stocks like Hongbaoli, N Xintong, and Dongshan Precision received net inflows of 473 million, 460 million, and 436 million respectively [5] - On the outflow side, Inner Mongolia First Machinery, Dongfang Wealth, and Sifang Chuangjian faced sell-offs of 971 million, 814 million, and 751 million respectively [6] Group 3 - Market sentiment remains high, with a healthy overall chip structure, although major indices are nearing the upper platform, the pressure remains controllable [8] - Investors are advised to adopt a combination of medium- and long-term strategies, focusing on public data for mid-report forecast opportunities and sectors like civil aviation that may have favorable mid-term developments [8] - Long-term strategies should continue to focus on military industry sectors that have strong certainty and low valuations [8]