A股午后强势拉升，超百亿主力资金，狂买两大板块

Market Overview - A-shares experienced fluctuations in the morning but surged in the afternoon, with the Shanghai Composite Index reaching a 10-year high and the North Shenzhen 50 index closing above 1600 for the first time [1] - The trading volume slightly decreased to 2.45 trillion yuan [1] Index Performance - Shanghai Composite Index: 3766.21, up 1.04% [2] - Shenzhen Component Index: 11926.74, up 0.89% [2] - ChiNext Index: 2607.65, up 0.23% [2] - Shanghai 50 Index: 2846.99, up 1.23% [2] - CSI 300 Index: 4271.40, up 1.14% [2] - Sci-Tech 50 Index: 1148.15, up 3.23% [2] - North Shenzhen 50 Index: 1615.16, up 1.16% [2] - CSI 1000 Index: 7305.46, up 0.86% [2] Sector Performance - Semiconductor, hotel and catering, chemical fiber, and kitchen and bathroom appliances sectors saw significant gains [2] - The semiconductor sector index rose over 3%, reaching a 3.5-year high [4] - Major inflows of over 100 million yuan were observed in electronics and automotive sectors, while non-ferrous metals, machinery, and food and beverage sectors received over 50 million yuan [3] - The tourism sector also performed well, with hotel and catering indices rising over 4% [6][8] Investment Insights - The semiconductor industry achieved a breakthrough in large-size indium phosphide material preparation, potentially reducing domestic optical chip costs to 60%-70% of the 3-inch process [6] - The market is expected to maintain a slow bull trend, with increased trading activity and inflow of external funds [3] - The upcoming earnings season may favor previously undervalued sectors, enhancing market sentiment [3] - The tourism sector is projected to see a surge in demand during the upcoming National Day holiday, with outbound travel inquiries increasing by 230% year-on-year [7][8]