沪指重返3600点！A股上攻还需哪些条件？

Market Overview - A-shares experienced a broad increase, with the Shanghai Composite Index closing at 3609.71 points, up 0.33%, while the ChiNext Index rose 1.86% to 2406.59 points [2] - Despite the index gains, over 3000 individual stocks closed lower, indicating a significant structural divergence in the market [2][5] - The trading volume for the day was 1.83 trillion yuan, an increase from 1.77 trillion yuan the previous trading day [2] Sector Performance - Technology sectors, including communications, electronics, and military industry, led the gains, driven by recent policy support for AI and robotics [3][5] - The communications sector saw a rise of 3.29%, while steel and pharmaceutical sectors also performed well, with steel gaining 2.59% and pharmaceuticals 2.06% [4] - Defensive sectors like agriculture, banking, and beauty care faced declines, reflecting a shift in market risk appetite [5][6] Investment Strategy - Analysts suggest maintaining a focus on technology growth while also allocating to defensive assets, emphasizing the need to control positions and avoid high-risk chasing [1][15] - The market's ability to sustain upward momentum depends on the release of policy dividends and improvements in the fundamental economic landscape [15][16] Market Sentiment - The current market sentiment is characterized by rapid rotation of hot topics and a lack of sustained momentum, with funds showing insufficient enthusiasm for high-risk assets [2][9] - The market is seen as being in a "stock game" phase, with significant divergence in sector performance and a need for a balanced approach to investment [13][14]