收评：沪指缩量跌逾1%，光刻机概念活跃，军工板块等下挫

Market Overview - The Shanghai Composite Index experienced fluctuations, briefly falling below 3800 points, while the ChiNext Index showed relative strength with over 4500 stocks declining [1] - As of the market close, the Shanghai Composite Index fell by 1.16% to 3813.56 points, the Shenzhen Component Index decreased by 0.65% to 12472 points, and the ChiNext Index rose by 0.95% to 2899.37 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 239.61 billion yuan [1] Sector Performance - The military industry sector saw a significant decline, while brokerage, insurance, oil, non-ferrous metals, and liquor sectors also experienced downturns [1] - Conversely, the semiconductor and pharmaceutical sectors showed gains during the trading session, with solid-state batteries and photolithography machine concepts being particularly active [1] Investment Insights - The market's volatility is attributed to differing opinions among investors regarding future trends, despite clear policy guidance aimed at stabilizing the capital market [2] - The focus on technology and advanced manufacturing sectors is emphasized, with PMI data indicating that the production and new orders index for technology growth industries exceeds that of the overall manufacturing sector [2] - Key areas of interest include AI, autonomous control, humanoid robots, low-altitude economy, and national defense industries, as well as sectors benefiting from "anti-involution" policies promoting high-quality development [2] - Domestic demand policies are expected to create opportunities in industries such as machinery, home appliances, automobiles, consumer electronics, and urban renewal projects [2]