上证指数重返3600点，“慢牛”形态有望延续

Group 1 - The Shanghai Composite Index has risen above 3600 points, indicating a confirmation of a bull market, with expectations for a gradual upward trend to break through 3674 points [1][2] - The market is currently in the early stages of a bull market, with significant opportunities for long-term investors to accumulate undervalued quality companies [1][2] - The market's overall trend remains positive, with a focus on valuation recovery concepts, particularly in the artificial intelligence and consumer electronics sectors due to upcoming industry events [2][3] Group 2 - Investment focus is recommended on pharmaceuticals and consumer sectors, with an emphasis on undervalued traditional Chinese medicine and consumer stocks that may see significant returns during the value reassessment phase [2] - The market is expected to shift from "anti-involution" to technology sectors, with a return to performance-driven investment strategies [3] - As the market accumulates profit effects, there may be a transition from localized capital inflows to broader market participation, suggesting a potential expansion of market styles [3]