创新高！系好安全带！周二，A股走势分析

Core Insights - The Shanghai Composite Index has reached a new high, indicating a strong market performance despite some sectors like liquor and banking holding back the index [1][3] - The market is experiencing rapid sector rotation, with materials, chemicals, and coal stocks rising, reflecting a focus on infrastructure and cyclical concepts [1][3] - The current market sentiment is mixed, with many investors feeling uncertain, yet the index continues to show upward momentum without signs of peaking [3][5] Market Performance - The number of stocks rising today reached 4,000, with 129 hitting the daily limit up [1] - Trading volume has surged to 1.7 trillion, indicating a robust market environment [1] - The index is approaching the 3,600-point mark, with potential for further acceleration if sectors like liquor and banking gain momentum [3] Sector Analysis - The infrastructure sector is expected to be a key focus moving forward, especially in the context of expanding domestic demand [5] - There is an expectation of a recovery in the real estate sector, although belief in this recovery is not universally held [5] - The market is characterized by a lack of clear direction among investors, leading to a reliance on holding existing positions rather than making new investments [5] Investor Sentiment - Many investors are feeling anxious, whether they are missing out on gains or fearing a market downturn [3] - The current market environment suggests that patience is required, as the index is likely to continue its upward trajectory [3][5] - There is a call for investors to trust in the market's inherent rhythms and not succumb to pessimism [7]