收盘丨A股三大指数放量上涨，超3300股飘红

Market Performance - The Shanghai Composite Index rose by 0.45% to close at 3633.99 points, while the Shenzhen Component Index increased by 0.64% to 11177.78 points, and the ChiNext Index gained 0.66% to 2358.95 points [1][2]. - Over 3300 stocks in the market experienced gains, with total trading volume reaching 1.73 trillion yuan, an increase of over 100 billion yuan compared to the previous day [2]. Sector Performance - The military industry stocks surged, with humanoid robots leading to a wave of limit-up stocks. Other sectors such as PEEK materials, photolithography machines, and automotive parts also saw significant gains, while traditional Chinese medicine, Tibet-related stocks, and tourism sectors faced declines [4]. - Notable performers in the humanoid robot sector included Huami New Materials, which hit a 30% limit-up, and several other stocks like Haosen Intelligent and Hich Precision, which rose by 20% [4]. Capital Flow - Main capital inflows were observed in the defense, machinery, and computer sectors, while outflows were noted in pharmaceuticals, banking, and construction decoration sectors [5]. - Specific stocks with significant net inflows included Dongfang Guoxin, Chengfei Integration, and Dongfang Precision, attracting 714 million yuan, 625 million yuan, and 609 million yuan respectively [6]. - Conversely, stocks such as Xizang Tianlu, Heng Rui Pharmaceutical, and Dongxin Peace experienced net outflows of 952 million yuan, 816 million yuan, and 615 million yuan respectively [7]. Institutional Insights - Dongfang Securities noted that global asset risk appetite is weak, which may lead to passive fluctuations in Hong Kong stocks, potentially dragging A-shares down. The index may stabilize around the 3600-point mark before moving upward [8]. - Huaxi Securities highlighted that the current market shows a clear rotation and low-level rebound characteristic, which is beneficial for attracting external funds. The firm suggests focusing on new technologies and growth directions such as AI computing, robotics, and solid-state batteries, as well as opportunities in undervalued state-owned enterprises [8].