上证指数重返3600点，“牛市确认重要信号”

Core Viewpoint - The recent rise in bank stocks has led the Shanghai Composite Index to surpass 3600 points, signaling a potential confirmation of a bull market and the possibility of a "slow bull" trend continuing [2][3]. Market Trends - The Shanghai Composite Index's rise above 3600 points is seen as an important signal for confirming a bull market, indicating that the market is in its early stages [2][3]. - The market is expected to maintain an upward trend, with a potential breakthrough of 3674 points in the near future [3][4]. - A significant volume of trading activity, with over 10,186 billion yuan in total market transactions, reflects a healthy market environment [2]. Investment Opportunities - Analysts suggest that there are still many undervalued quality companies in the market, presenting a rare opportunity for long-term investors to increase their positions [2][4]. - Key sectors to focus on include artificial intelligence and consumer electronics, especially with upcoming major industry events that could act as catalysts for these sectors [3]. - The pharmaceutical and consumer sectors remain core areas of interest, with potential for significant returns as value reassessment occurs [4]. Sector Rotation - The market is expected to see a rotation of focus from "anti-involution" themes to technology sectors, with a return to performance-driven investment strategies [4]. - The accumulation of profit-making effects may lead to a shift from localized capital inflows to broader market participation, suggesting a potential expansion of market styles [4].