午评：科创50指数逆市走高，汽车等板块拉升，人形机器人概念活跃

Core Viewpoint - The stock market is experiencing fluctuations, but there is a positive trend in certain indices, particularly the Sci-Tech 50 Index, which rose by 1.52% amidst a broader market decline [1] Market Performance - As of the midday close, the Shanghai Composite Index fell by 0.1% to 3856.45 points, the Shenzhen Component Index decreased by 0.26%, and the ChiNext Index dropped by 0.32% [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached 1,498.3 billion yuan [1] Sector Analysis - Sectors such as non-ferrous metals, agriculture, insurance, electricity, and oil saw declines, while logistics, automotive, textiles and apparel, and real estate sectors experienced gains [1] - Emerging concepts like humanoid robots, brain engineering, and liquid-cooled servers were notably active [1] Investment Sentiment - Xing Shi Investment indicated that the current stock market has a decent reception, with funds actively seeking investment opportunities, maintaining a high level of market confidence and sentiment [1] - The medium-term outlook for the stock market remains positive due to ongoing domestic macro policies and accelerated economic structural transformation, which reduces uncertainty in the economic fundamentals [1] - The decline in risk-free interest rates lowers the opportunity cost of investing in stocks, making equity assets more attractive, coupled with capital market reforms that focus on investor returns, which is expected to improve investor expectations and attract more external funds into the market [1]