收盘丨沪指涨0.66%，超3800股飘红，军工板块20余股涨停

Market Performance - The Shanghai Composite Index rose by 0.66% to close at 3583.31 points, while the Shenzhen Component Index increased by 0.46% to 11041.56 points, and the ChiNext Index gained 0.50% to 2334.32 points [1][2] - The total trading volume in the Shanghai and Shenzhen markets approached 1.5 trillion yuan [3] Sector Performance - The military industry sector showed strong performance, with multiple stocks hitting the daily limit, including North China Longyuan, Aileda, and Kesi Technology [5][6] - The human-robot sector also saw significant gains, with stocks like Daying Electronics and Zhejiang Rongtai reaching the daily limit [6] - The medical device sector experienced a rally, with stocks such as Lide Man and Dabo Medical hitting the daily limit [6] Capital Flow - Main capital inflows were observed in the defense, machinery, electronics, and banking sectors, while there were outflows from the oil and petrochemical sectors [7] - Notable net inflows were recorded for stocks like Construction Industry, Changcheng Military Industry, and Hanyu Pharmaceutical, with inflows of 5.91 billion yuan, 5.47 billion yuan, and 4.70 billion yuan respectively [8] - Conversely, stocks such as Zhongji Xuchuang, Tibet Tianlu, and Hikvision faced net outflows of 5.98 billion yuan, 5.95 billion yuan, and 5.42 billion yuan respectively [9] Institutional Insights - Guotai Junan expressed that if the Shanghai Composite Index finds effective support near the 20-day moving average and trading volume increases, it may restart an upward trend, with a positive outlook for financial, growth, and certain cyclical sectors [10] - CITIC Securities noted a cooling of market sentiment, predicting a phase of consolidation that could benefit a steady bull market, with a focus on sectors such as semiconductors, AI applications, human-robot technology, innovative drugs, non-ferrous metals, defense, transportation, and non-bank financials [10]