三大指数回调 沪指跌0.45%

Market Performance - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.45% to 3858.13 points, the Shenzhen Component Index dropping by 2.14% to 12553.84 points, and the ChiNext Index decreasing by 2.85% to 2872.22 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.87 trillion yuan [1] Sector Performance - Strong performing sectors included banking, precious metals, robotics, and oil, while sectors such as CPO, cross-border payments, PCB, and semiconductors faced significant declines [1] - Gold stocks continued their strong performance, with companies like Western Gold (601069) hitting the daily limit [1] - The solid-state battery concept showed resilience, with companies like Dexin Technology (603032) also reaching the daily limit [1] - The robotics sector saw a late afternoon rally, with Zhejiang Rongtai (603119) and Top Group (601689) hitting the daily limit [1] - Conversely, computing hardware stocks experienced a collective pullback, with Cambridge Technology (603083) hitting the daily limit down, and the digital currency sector weakened, with China National Petroleum Capital (000617) also hitting the daily limit down [1] Market Outlook - Guotai Junan believes that with the diversification of market participants and investment logic, the market will not be limited to small-cap stocks, and mid-cap or low-position blue-chip stocks with better profit quality may become important drivers for the next phase of market growth [1] - Galaxy Securities anticipates that the market will operate at a relatively high level in the short term, and after the previous upward trend, the market may exhibit characteristics of consolidation and fluctuation [1]