收盘丨沪指涨超1%重返3900点，全市场超4300只个股上涨

Market Performance - The A-share market showed a rebound, with the Shanghai Composite Index rising by 1.22%, the Shenzhen Component Index increasing by 1.73%, and the ChiNext Index gaining 2.36% [1][2]. Sector Performance - Technology stocks experienced significant recovery in the afternoon, with sectors such as robotics, consumer electronics, and IDC power concepts performing well. Pharmaceutical stocks rebounded across the board, while sectors like photovoltage, insurance, and machinery remained active. Conversely, stocks related to photolithography machines, rare earths, and seed industries declined [2]. Stock Highlights - Notable gains were seen in the robotics sector, with over 20 stocks, including Sanhua Intelligent Controls, Wuzhou New Spring, and Meili Technology, hitting the daily limit. The innovative drug sector also saw a rise, with stocks like Angli Kang, Lianhuan Pharmaceutical, and Jimin Health reaching their daily limits, while Guangsheng Tang, Shutai Shen, and Duori Pharmaceutical had significant increases [2]. Capital Flow - Main capital inflows were observed in the pharmaceutical biology, consumer electronics, and photovoltaic equipment sectors, while there were outflows from the semiconductor, non-ferrous metals, and aerospace sectors. Specific stocks such as Sanhua Intelligent Controls, Sunshine Power, and Luxshare Precision saw net inflows of 1.611 billion, 1.257 billion, and 1.018 billion respectively [4][5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.07 trillion, a decrease of 503.4 billion compared to the previous trading day, with over 4,300 stocks rising across the market [7]. Institutional Insights - Galaxy Securities noted that the market is currently digesting emotional impacts, and a policy push is needed for a trend reversal. Jufeng Investment indicated that the index is in a fourth wave of adjustment, building momentum to break the 4,000-point resistance. Dongfang Securities mentioned that while overseas friction is increasing, overall risks remain controllable, and the U.S. economic downturn may continue to pressure the Federal Reserve towards easing [8][9].