午评：沪指震荡翻红，券商等板块拉升，商业航天概念活跃

Core Viewpoint - The stock market showed signs of recovery with major indices rebounding, indicating potential for continued market optimism driven by government policies and sector performance [1]. Market Performance - On the morning of the 4th, major stock indices experienced a rebound, with the Shanghai Composite Index rising by 0.04% to 3879.52 points, the Shenzhen Component Index increasing by 0.35%, and the ChiNext Index gaining 0.76% [1]. - The total trading volume across the Shanghai and Shenzhen markets reached 1.04 trillion yuan [1]. Sector Analysis - Sectors such as tourism, catering, coal, liquor, and food and beverage saw declines, while brokerage, automotive, and semiconductor sectors experienced gains [1]. - Emerging sectors like humanoid robots and commercial aerospace concepts were notably active [1]. Investment Recommendations - Wanhe Securities suggests that the market rebound is likely to continue, recommending a focus on the consumer sector and technology industries, particularly integrated circuits and commercial aerospace [1]. - The "anti-involution" policy is expected to enhance market competition, with policies aimed at expanding domestic demand and ensuring livelihoods leading to improved supply-demand dynamics and positive marginal changes in prices [1]. - High-tech manufacturing and equipment manufacturing sectors remain in an expansion phase, significantly outperforming the overall manufacturing sector, indicating ongoing industry support [1].