收评：沪指涨逾1%逼近4000点，半导体板块强势，资源股集体拉升

Market Performance - The major stock indices in the two markets experienced a strong rally, with the Shanghai Composite Index rising over 1% and approaching 4000 points, marking a new high in over 10 years [1] - As of the market close, the Shanghai Composite Index increased by 1.18% to 3996.94 points, the Shenzhen Component Index rose by 1.51% to 13489.4 points, and the ChiNext Index gained 1.98% to 3234.45 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 23.568 billion yuan [1] Sector Performance - The semiconductor sector showed strong performance, with other sectors such as non-ferrous metals, steel, electricity, brokerage, coal, agriculture, chemicals, and insurance also rising [1] - Active concepts included storage chips, photolithography machines, and CPO [1] Market Sentiment and Outlook - According to CITIC Securities, market sentiment has cooled somewhat since October, with a slowdown in the inflow of incremental funds, but overall, the market has not lost momentum [1] - Recent signals of easing in China-US relations have improved risk appetite in overseas markets [1] - The "14th Five-Year Plan" recommendations have been released, which are expected to enhance market risk appetite in the short term due to increased policy clarity [1] - In the medium to long term, the "14th Five-Year Plan" outlines a blueprint for a modern industrial system, providing a clear growth path for A-shares through technological breakthroughs and industrial upgrades [1]