午评：沪指涨0.24%，有色、地产等板块拉升，CPO概念等活跃

Market Overview - The Shanghai Composite Index experienced a rebound after hitting a low, while the ChiNext Index saw a slight decline. The STAR 50 Index was strong, rising over 2% at one point, with more than 3,000 stocks in the market showing losses [1] - As of the midday close, the Shanghai Composite Index rose by 0.24% to 3,884.71 points, the Shenzhen Component Index increased by 0.15%, the ChiNext Index fell by 0.52%, and the STAR 50 Index gained 0.56%. The total trading volume across the Shanghai and Shenzhen markets reached 16,490 billion [1] Sector Performance - Sectors such as liquor, food and beverage, and finance saw declines, while sectors like non-ferrous metals, real estate, steel, and semiconductors experienced gains. Gold concepts, CPO concepts, and rare earth concepts were also active [1] Market Sentiment - Dongguan Securities noted that the current market is in a healthy rotation structure with strong overall momentum, and market sentiment remains high. As long as there are no marginal changes in driving forces, the market is expected to maintain a strong trend [1] - Yinhua Fund indicated that after a period of strong momentum in the A-share market, a pulse-like adjustment has occurred. This adjustment serves to address previous issues such as reduced market cost-effectiveness and crowded trading in technology momentum. The phase of unilateral market growth has concluded, making long, medium, and short-term economic outlooks and cost-effectiveness assessments increasingly important [1]