看好了！A股即将改变社会舆论！

Group 1 - The Shanghai Composite Index has recently surpassed the 3700-point mark, leading to a significant shift in public sentiment towards the stock market, with expectations that it could reach 4000 points in the future [1] - The delay in tariffs has improved risk appetite among investors, reversing previous market pullbacks [2][3] - The geopolitical dynamics, particularly the recent handshake between the US and Russia in Alaska, have contributed to a resurgence in risk appetite and renewed buying activity in the market [6] Group 2 - The central bank is tightening monetary policy, indicating that the bond market has ended its bull run, with future performance dependent on the Federal Reserve's interest rate decisions [9][10] - The Hong Kong Monetary Authority has not tightened its monetary policy, leading to a decline in the HIBOR 3M rate, which may increase capital flows to overseas and mainland markets [16] Group 3 - The semiconductor sector is experiencing a resurgence, driven by market rotation and the performance of companies like Cambricon, which has sparked renewed interest in the sector [17][19] - The market is characterized by a rotation among different sectors, with the need for patience to capitalize on these movements [19] Group 4 - There are signs of narrowing divergence in capital flows, with margin financing reaching new highs and ETFs experiencing inflows, particularly in broad-based ETFs [21][24] - If ETF inflows continue to accelerate, it could lead to a faster market rally, although this may be followed by corrections and consolidation phases [24][25]