收评：沪指震荡微跌，石油、银行等板块拉升，海洋经济概念等活跃

Core Viewpoint - The market showed mixed performance with the Shanghai Composite Index slightly declining while the North Exchange 50 Index gained strength, indicating a potential recovery in investor sentiment and market dynamics [1] Market Performance - The Shanghai Composite Index closed down 0.07% at 3913.76 points, the Shenzhen Component Index fell 0.62% to 12996.61 points, and the ChiNext Index decreased by 0.79% to 3059.32 points [1] - The North Exchange 50 Index increased by 0.87%, with a total trading volume across the Shanghai, Shenzhen, and North exchanges reaching 16,905 billion [1] Sector Analysis - Sectors such as coal, non-ferrous metals, brokerage, and semiconductors experienced declines, while oil and real estate sectors showed strong gains [1] - Banking, pharmaceuticals, and retail sectors also saw upward movement, with emerging concepts like lab-grown meat, marine economy, and biovaccines becoming active [1] Investment Strategy - According to China Merchants Securities, there is still an inflow of incremental capital into the market, with strong investor willingness to accumulate positions at lower levels, suggesting a potential market rebound [1] - Short-term focus should be on previously popular sectors such as domestic computing power, semiconductor autonomy, controllable nuclear fusion, military industry, and commercial aerospace, while long-term strategies should consider the potential economic resonance between China and the U.S. in 2026 and the trend of PPI recovery, emphasizing low-position cyclical sectors [1]