重返3600点！沪指还能持续上攻？

Market Overview - The A-share market continues to strengthen, with the Shanghai Composite Index returning to 3600 points, driven by gains in cyclical stocks such as banks and steel [1][2][4] - The market is currently in a phase of oscillation and recovery, with future upward momentum dependent on substantial improvements in economic data and the implementation of policies [1][12] Sector Performance - All 31 first-level industry sectors in the Shenwan classification closed higher, with the comprehensive sector rising nearly 2%. Key sectors like banking, steel, non-bank financials, and real estate saw increases of over 1% [4][5] - Notable individual stocks included those in the communication and automotive sectors, with several reaching their daily limit up [4][5] Trading Volume and Market Sentiment - Trading volume increased from 1.52 trillion yuan to 1.62 trillion yuan, indicating enhanced market activity. A total of 3903 stocks rose, with 68 hitting the daily limit up [2][4] - The market sentiment is supported by favorable policy expectations, improved external liquidity conditions, and a strong technical setup, with the Shanghai Composite Index successfully breaking through short-term moving averages [9][11] Investment Strategy - Investors are advised to adopt a balanced allocation strategy focusing on "steady growth + new economy" themes, while closely monitoring policy developments and economic data changes [1][12] - The market is expected to experience a phase of oscillation, with potential for upward movement before the September 3 military parade [1][10]