A股早盘维持窄幅震荡走势，沪指盘中震荡上扬，军工板块爆发

Market Overview - The Shanghai Composite Index rose by 0.66% to 3583.31 points, while the Shenzhen Component Index increased by 0.46% to 11041.56 points, and the ChiNext Index gained 0.5% to 2334.32 points, with the STAR 50 Index up by 1.22% [1] - Total trading volume in the Shanghai and Shenzhen markets reached 15,184 billion yuan, a decrease of over 1,000 billion yuan compared to the previous day [1] Military Industry - The military sector experienced a significant surge, with stocks like Beifang Changlong and Changcheng Military Industry hitting the daily limit and reaching historical highs [4] - The current military sector is considered to have a moderate level of crowding, making it a suitable area for investment, especially with upcoming events like military parades and the "14th Five-Year Plan" meeting expected to catalyze growth [6] - The military industry is anticipated to benefit from a new wave of orders due to the intersection of domestic planning and global competitiveness, with expectations of improved fundamentals in the sector [6] Robotics Sector - The humanoid robotics concept saw renewed activity, with stocks such as Xingyun Co. and Riying Electronics hitting the daily limit, and several others reaching historical highs [8] - Tesla's CEO Elon Musk announced that the design for the third version of the Optimus robot is ready for mass production, which is expected to drive interest in the robotics sector [10] Semiconductor Industry - The semiconductor sector showed positive momentum, with Dongxin Co. hitting the daily limit with a 20% increase, and other companies like Xindao Technology and Xinyuan Co. rising over 10% [12] - The demand for semiconductor hardware is expected to grow steadily due to the rise of AI applications and the ongoing trend of domestic substitution, benefiting companies with self-controllable capabilities [14][15]