上周五还在怕“见顶”？今天A股直接发定心丸！这3个大涨板块 可能更值得股民关注！

Market Overview - The market experienced fluctuations on July 14, with mixed performance across the three major indices. The Shanghai Composite Index rose by 0.27%, while the Shenzhen Component Index and the ChiNext Index fell by 0.11% and 0.45%, respectively [2] - Over 3,100 stocks in the market saw gains, with total trading volume in the Shanghai and Shenzhen markets reaching 1.46 trillion yuan, a decrease of 253.4 billion yuan compared to the previous trading day [2] Sector Performance - The sectors that performed well included precious metals, electricity, humanoid robots, and power grid equipment, while multi-financial, gaming, real estate, and securities sectors saw declines [2] - The banking sector's recovery was noted, with a positive impact on the Shanghai Composite Index, indicating that the upward trend for both banking stocks and the index remains intact [2][10] Index and Stock Performance - The micro-cap stock index and dividend index showed strength, indicating a diverse performance across different market segments [4] - Notable performance metrics included: - Micro-cap stock index up by 1.38% year-to-date at 50.04% - Shanghai Composite Index up by 5.01% year-to-date [5] Specific Sector Insights 1. Energy Metals - Lithium carbonate futures saw significant gains, attributed to reduced production signals from Australian mines, indicating a potential recovery in the lithium sector [14] - The sector is in a post-capacity clearing phase, with operators taking cost-cutting measures [15] 2. Electricity - High temperatures across China have led to record electricity demand, with the maximum load reaching 1.465 billion kilowatts, a year-on-year increase of nearly 150 million kilowatts [16] - The urgency for demand-side management is highlighted, with investment opportunities emerging in load aggregation [16] 3. Humanoid Robots - Recent large orders in the humanoid robot sector have brought renewed attention, with expectations for rapid production and expansion supported by capital market dynamics [17] - The presence of key industry figures at upcoming events suggests a focus on promoting entrepreneurial spirit in the sector [17]