午评：沪指涨0.4% 半导体、有色等板块拉升 AI应用概念活跃

Core Viewpoint - The stock market showed a strong upward trend with the ChiNext 50 Index rising by 2%, while nearly 3,000 stocks were in the green, indicating positive market sentiment [1] Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.4% to 3,878.13 points, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06% [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.37 trillion yuan [1] Sector Analysis - The banking, insurance, brokerage, and liquor sectors experienced declines, while the semiconductor and non-ferrous metals sectors showed strong gains [1] - Real estate and pharmaceutical sectors also saw upward movement, with active interest in storage chips, gold concepts, and AI application concepts [1] Market Outlook - Dongguan Securities indicated that the overall trend of the market remains strong, although there may be some selling pressure at higher levels, necessitating caution regarding fluctuations [1] - The focus of the market is expected to shift from pre-holiday policy expectations to post-holiday fundamental performance, with ongoing economic pressures in China [1] - Investors are advised to monitor high-frequency economic data such as consumption, travel, and real estate sales during the National Day holiday [1] - The core logic supporting a positive outlook for A-shares remains unchanged, with expectations for the market to continue its strong performance driven by multiple positive factors [1] - Recommended sectors for investment include technology growth, new energy, non-bank financials, and machinery equipment [1]