午评：沪指震荡微跌，酿酒等板块下挫，煤炭、有色板块拉升

Core Viewpoint - The market is experiencing a high-level adjustment with increased capital divergence, influenced by international uncertainties and fluctuations in AI sentiment, leading to insufficient upward momentum in the short term [1] Market Performance - As of the midday close, the Shanghai Composite Index fell by 0.09% to 3894.22 points, the Shenzhen Component Index decreased by 0.19%, and the ChiNext Index dropped by 0.5%, while the North China 50 Index rose by 0.59% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 1,075.6 billion yuan [1] Sector Analysis - Sectors such as media, liquor, real estate, semiconductors, and insurance showed declines, while sectors like non-ferrous metals, coal, and engineering machinery saw gains [1] - The concept of cultivated diamonds is becoming increasingly active in the market [1] Future Outlook - The overall market is expected to maintain a slow bull trend, supported by the ongoing release of domestic policy stabilization effects and steady economic recovery [1] - It is recommended to adopt a balanced allocation strategy, focusing on sectors such as non-ferrous metals, new energy, technology growth, and dividend stocks [1]