午评：沪指震荡微涨，医药、酿酒等板块拉升，AI应用概念等活跃

Market Overview - The three major stock indices experienced fluctuations, with the North Stock 50 Index rising nearly 1% and around 3,300 stocks in the market showing gains [1] - As of the midday close, the Shanghai Composite Index rose by 0.1% to 3,869.25 points, the Shenzhen Component Index remained flat, the ChiNext Index increased by 0.22%, and the North Stock 50 Index rose by 0.97% [1] - The total trading volume across the Shanghai, Shenzhen, and North Stock markets reached 12,806 billion [1] Sector Performance - Sectors such as military industry, semiconductors, non-ferrous metals, and brokerage firms saw declines, while pharmaceuticals, retail, textiles and apparel, liquor, and food and beverage sectors experienced gains [1] - Innovative drugs and AI application concepts were particularly active [1] Analyst Insights - Huashan Securities indicated that short-term market volatility often leads to structural changes, predicting a cooling off in previously strong sectors [1] - The potential for short-term "high-cut low" or "catch-up" in weaker sectors is highlighted, with financials (banking, insurance, non-bank), public utilities, steel, petrochemicals, food and beverage, and home appliances suggested as potential strong rotation directions [1] - The report emphasizes that while short-term strong directions may cool, they also provide better layout opportunities [1] - Overall, the market is expected to experience short-term fluctuations with sector rotations, while the medium to long-term upward trend remains intact, indicating the importance of maintaining the correct direction in investment strategy [1]