收评：沪指窄幅震荡，银行、酿酒等板块走低，有色板块强势

Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing down 0.01% at 3853.3 points, while the Shenzhen Component Index rose by 0.67% to 13445.9 points. The ChiNext Index increased by 1.58% to 3235.76 points, and the STAR Market 50 Index gained 1.24% [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached 23.92 billion yuan [1] Sector Performance - Sectors such as logistics, real estate, oil, agriculture, banking, liquor, and pharmaceuticals saw declines, while sectors like non-ferrous metals and media showed gains. AI application concepts and controllable nuclear fusion concepts were particularly active [1] Investment Insights - Pacific Securities noted increased volatility and accelerated sector rotation as the holiday approaches. Given the generally poor performance of A-shares before holidays, investors are advised to avoid sectors with high financing ratios. However, the banking sector shows significant bottom support and may be worth monitoring [1] - Yinhua Fund indicated that with the "National Day" holiday approaching, some funds may exit the market. The short-term risk outlook appears stable, with future attention on potential interest rate cuts domestically and U.S. tariff policies towards China. Overall, a bullish market atmosphere is expected to continue, with the market likely to maintain a fluctuating upward trend [1]