午评：沪指跌0.56% 煤炭、钢铁等板块走低，AI应用概念逆市活跃

Group 1 - The core viewpoint of the article indicates that the market is currently experiencing fluctuations, with the major indices showing mixed performance, while the Sci-Tech 50 Index is rising against the trend [1] - As of the midday close, the Shanghai Composite Index fell by 0.56% to 3949.83 points, while the Shenzhen Component Index and the ChiNext Index both decreased by 0.43%. In contrast, the Sci-Tech 50 Index increased by 0.93%, and the North Exchange 50 Index dropped by over 2% [1] - The sectors of coal, steel, real estate, and non-ferrous metals are declining, while the semiconductor sector is performing well, along with active concepts in AI applications, online gaming, and cloud computing [1] Group 2 - According to Everbright Securities, the overall market direction may still be in a bull market, but it is likely entering a phase of wide fluctuations in the short term [1] - Compared to previous bull markets, there is still considerable room for index growth; however, under the guidance of a "slow bull" policy, the duration of the bull market may be more important than the magnitude of the increase [1] - In the short term, the market may lack strong catalysts, and with year-end approaching, some investors may adopt a more cautious approach, leading to a focus on consolidation in the stock market [1]