收盘丨沪指跌0.02%，两市成交额2.59万亿元，白酒股走强

Market Overview - The overall market saw over 2900 stocks rise, while major indices experienced slight declines, with the Shanghai Composite Index down 0.02%, Shenzhen Component Index down 0.12%, and ChiNext Index down 0.17% [1][4] - The total trading volume in the two markets was 2.59 trillion yuan, a decrease of over 100 billion yuan compared to the previous trading day [2] Sector Performance - Strong performance was noted in sectors such as liquor, Huawei HiSilicon concept, CPO, humanoid robots, and traditional Chinese medicine, while sectors like insurance, military equipment, securities, and precious metals saw declines [5] - Notable stocks included liquor companies, with Jiugui Liquor hitting the daily limit, Shede Liquor up 6%, and Yanghe Brewery up 5% [6] Capital Flow - Main capital inflows were observed in machinery, computers, automobiles, and food and beverage sectors, while outflows were noted in defense, basic chemicals, non-bank financials, and coal sectors [8] - Specific stocks with significant net inflows included Sichuan Changhong, Top Group, and Zhongyou Capital, with net inflows of 1.37 billion yuan, 1.18 billion yuan, and 1.04 billion yuan respectively [9] - Conversely, stocks like Dongfang Fortune, WuXi AppTec, and Northern Rare Earth faced net outflows of 3.08 billion yuan, 2.56 billion yuan, and 1.39 billion yuan respectively [10] Institutional Insights - Zhongtai Securities indicated that major indices are performing healthily with reasonable volume-price relationships, suggesting potential for incremental capital [11] - CICC noted that A-shares are currently at a reasonable valuation level compared to global markets, particularly in blue-chip sectors, although caution is advised regarding potential short-term volatility due to increased trading volume [11]