收评：沪指窄幅震荡跌0.12%，新疆本地股持续活跃，10余股涨停

Market Overview - The A-share market experienced weak fluctuations with the Shanghai Composite Index down 0.12% to 3635.13 points, the Shenzhen Component down 0.26% to 11128.67 points, and the ChiNext Index down 0.38% to 2333.96 points, while the STAR 50 Index fell 1.39% to 1043.54 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 17102.27 billion RMB, a decrease of 1162 billion RMB compared to the previous day, with over 2400 stocks rising [1] Sector Performance - The engineering machinery sector showed strength, with notable gains from Iron Tuo Machinery and Wu Xin Tunnel Equipment, both rising over 10%, and Shanhe Intelligent hitting the daily limit [1] - Wind power equipment stocks also performed well, with Fei Wo Technology reaching a 20% limit up [1] - Railway transportation equipment saw a surge in the afternoon, with Jiao Da Tie Fa rising over 20% and Jin Ying Heavy Industry hitting the daily limit [1] - The liquid cooling server concept stocks rallied again, with Hua Guang New Material and Fei Long Shares both hitting the daily limit, and several others rising over 5% [1] Company Developments - Xinjiang local stocks remained active in the afternoon, with Ba Yi Steel and over 10 other stocks hitting the daily limit, following the establishment of Xinjiang New Railway Co., Ltd. with a registered capital of 95 billion RMB, fully owned by China National Railway Group [1] Institutional Insights - Everbright Securities anticipates that the market will likely continue its style of rotating hotspots, with a focus on humanoid robot concepts due to upcoming catalysts such as the World Robot Conference [2] - Huashan Securities maintains a positive mid-term outlook, suggesting investors pay attention to mid-term performance and policy implementation, with a focus on sectors like AI, robotics, and engineering machinery [3] - Zhongyuan Securities advises investors to look for opportunities arising from the rotation between growth and value, particularly in technology innovation and domestic consumption sectors [4]