A股放量反弹逼近前高，多板块联动，指数突破契机何在？

Market Performance - The A-share market experienced a strong rebound on Monday after a volatile Friday, with trading volume significantly increasing and the index reaching 3656 points, close to the historical high of 3674 points set during last year's National Day holiday [1] - The securities sector showed active performance, with Tonghuashun's stock price soaring over 7%, indicating that some funds may be positioning for a breakout above the historical high [1] Sector Analysis - The real estate and liquor sectors, which have been underperforming for a long time, are showing signs of strength, potentially driven by the relaxation of purchase restrictions in Beijing for the real estate sector [1] - The liquor sector's rise is notable as it reflects a gradual recovery in market confidence, attracting funds even from previously pessimistic areas [1] - If the liquor, real estate, and securities sectors can work in tandem, a breakthrough of previous highs is possible, although it would require a trading volume of over 2 trillion to support such a move [1] Bond Market - The bond market experienced a significant drop, with the 30-year government bond futures falling by 0.55%, suggesting that the previously concentrated funds in the bond market are loosening, indicating a reduction in the most pessimistic market sentiment [1] Upcoming Events - The A-share market will closely monitor two major events: tariff negotiations and expectations for a Federal Reserve interest rate cut, with recent comments from Trump providing positive signals regarding tariffs [3] - Following disappointing U.S. non-farm data, expectations for interest rate cuts have begun to take shape, leading to a decline in the U.S. dollar index to around 98 [3] Commodity Market - The international financial market has been unsettled due to news of U.S. tariffs on imported gold bars, although the White House later denied this plan, resulting in a significant impact on gold prices, which fell by 1% [3] - The lithium mining sector gained attention over the weekend due to news of production halts in the Ningde Times' mining area, leading to a rebound in lithium price expectations and a surge in A-share lithium mining stocks [3] Stock Performance - The A-share market saw a notable increase in trading volume, reaching 1.84 trillion, with over 4100 stocks rising [5] - The power equipment, communication, computer, electronics, and food and beverage sectors led the gains, while banking, oil and petrochemicals, coal, public utilities, and transportation sectors lagged [5]