A股：创10年新高了！大家做好准备，不出意外，周五大盘将迎来新的拐点

Group 1 - The A-share market has reached a ten-year high, with the Shanghai Composite Index closing at 4029.50 points, up 0.73%, and significant trading volume returning to the 2 trillion yuan level [1] - Northbound capital continues to show a net inflow, which is expected to support heavyweight sectors, indicating strong market liquidity [2][7] - The current market structure of "weak adjustment + high turnover" differs from traditional sharp declines, as funds rotate between sectors, providing a stable foundation for a gradual market uptrend [3] Group 2 - Market hotspots are diversifying, with sectors like energy storage and non-ferrous metals showing strength, while the camping economy concept has sparked a surge in small-cap growth stocks [5] - Some heavyweight sectors, such as securities, liquor, banking, and real estate, are currently in a low position and may become key drivers for the index if capital flows back into them [6][11] - On Friday, it is anticipated that the market will experience a combination of "heavyweight support + thematic rotation," with a focus on the capital flow in sectors like securities, liquor, banking, and real estate [11][13] Group 3 - The securities sector has not yet started but has reached a new high, and concentrated capital could accelerate the index towards 4500 points [8] - The liquor sector has undergone sufficient adjustment, and a return of capital could create a demonstration effect within the consumer sector [9] - The banking sector is seeing increased attention due to rising interest rate policy expectations, while the real estate sector has strong policy catalyst expectations that could lead to sudden opportunities [10]