午评：沪指震荡微跌，地产、医药概念等走低，光刻机概念等活跃

Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing down 0.03% at 3830.65 points, while the Shenzhen Component Index rose by 0.32% and the ChiNext Index increased by 0.16% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 15,110 billion yuan [1] Sector Performance - Real estate, pharmaceuticals, automotive, and brokerage sectors saw declines, while coal, non-ferrous metals, and media sectors showed gains [1] - Active sectors included photolithography machines, military trade concepts, and CPO concepts [1] Economic Insights - Dongguan Securities noted that the Federal Reserve's interest rate cut alleviated pressure on the RMB exchange rate and domestic liquidity constraints [1] - The domestic economy continued to show signs of marginal slowdown in August, with increasing market expectations for accelerated implementation of growth-stabilizing policies [1] - The combination of these factors is expected to provide more upward momentum for A-shares [1] Investment Strategy - Current major indices are at stage high levels, leading to increased capital divergence and short-term adjustment pressure [1] - Investors are advised to flexibly manage positions, avoid blind chasing of highs, and actively optimize portfolio structures based on economic conditions and valuations [1]