大盘站上3600点，雅江水电成为牛市确认的信号了吗？

Group 1 - The core market sentiment has improved significantly, with the Shanghai Composite Index surpassing the 3600-point mark, indicating a potential bull market confirmation [1] - The market is currently focused on "anti-involution" and major infrastructure projects, with a notable recovery in the valuation of cyclical stocks [1] - A significant investment project in the Yarlung Tsangpo River downstream hydropower engineering has commenced, with an investment scale of approximately 1.2 trillion yuan, leading to a surge in related sectors such as cement and infrastructure [1] Group 2 - The hydropower project is expected to have a construction period of 10-15 years and its investment scale is five times that of the Three Gorges Dam, indicating substantial demand for bulk commodities [1] - The initial preparation phase will require extensive infrastructure construction, necessitating large quantities of cement, steel, and timber, while the formal construction phase will focus on steel for key structures [1] - The later stages of the project will involve the installation of units and grid connection, requiring copper and aluminum for transmission, suggesting a bullish outlook for infrastructure-related sectors [1]