午评：沪指涨0.44%，钢铁、煤炭等板块拉升，水电概念爆发

Group 1 - The core viewpoint indicates that the A-share market is showing positive signals, with the Shanghai Composite Index maintaining above 3500 points, suggesting a potential upward trend in the market [1] - The market is experiencing a broad-based rally, with over 3500 stocks rising, particularly in sectors such as engineering machinery, building materials, steel, and coal [1] - The trading volume in the Shanghai, Shenzhen, and North exchanges reached 1.1028 trillion yuan, reflecting strong market activity [1] Group 2 - The medium to long-term outlook for the A-share market remains bullish, supported by long-term funds entering the market, particularly from insurance capital [2] - There are structural opportunities emerging due to economic transformation, with a focus on high-margin assets, technology growth sectors, and consumer sectors boosted by policy support [2] - Specific sectors to watch include technology growth, military industry, and consumer sectors, alongside opportunities in mergers and acquisitions [2]