上证指数重返3600点，“慢牛”形态有望延续｜市场观察

Group 1 - The Shanghai Composite Index has risen above 3600 points, indicating a confirmation of a bull market, with expectations for a slow bull trend to continue and a potential breakthrough of 3674 points [2][3] - The market is currently experiencing a rotation of hotspots, with a focus on valuation recovery concepts, particularly in the artificial intelligence and consumer electronics sectors due to upcoming significant industry events [3] - Investment strategies should focus on undervalued sectors such as traditional Chinese medicine and consumer goods, which are expected to see substantial returns during the value reassessment process [3] Group 2 - Analysts predict a shift in market hotspots from "anti-involution" to technology sectors, emphasizing a return to performance-driven investment strategies [4] - The stock market has been in a range-bound fluctuation since October 2024, with strong performance observed in sectors driven by high dividend stocks and small-cap stocks [4] - As the market accumulates profit effects, there is a potential for a shift from localized capital inflows to broader market participation, suggesting a further expansion of market styles [4]