A股强势走高！科技回归主线 后市如何布局？

Market Overview - A-shares showed strength on November 6, with the Shanghai Composite Index returning to 4000 points and trading volume exceeding 2 trillion yuan, driven primarily by the semiconductor and technology sectors [1][4] - The market remains divided, with 2880 stocks rising on the day, indicating a mixed performance across sectors [8] Trading Volume and Market Sentiment - The trading volume increased to 2.08 trillion yuan, up from 1.89 trillion yuan the previous day, reflecting strong market participation [4] - Margin trading balances reached 2.49 billion yuan as of November 5, indicating sustained interest from leveraged investors [4] Sector Performance - The technology sector regained its position as the market leader, with significant gains in sub-sectors such as optical communication modules, AI chips, semiconductors, and electronic equipment manufacturing [4][6] - Basic metals saw an increase of nearly 5%, while sectors like Hainan Free Trade, film concepts, and online tourism experienced declines [4] Notable Stocks - Several stocks in the non-ferrous metals sector, including China Aluminum and Minfa Aluminum, saw gains of around 10%, with some stocks hitting the daily limit [6][9] - In the semiconductor sector, stocks like Changguang Huaxin and Yuanjie Technology recorded significant increases, with some exceeding 10% [7][9] Future Market Outlook - Analysts suggest that the market may continue to experience fluctuations, with a focus on trading volume as a key indicator for sustained strength [3][10] - The AI computing industry is expected to see valuation shifts by 2026, with opportunities arising in sectors like energy storage and wind power [11][12]