收评：沪指震荡微涨，煤炭板块走高，存储芯片概念等活跃

Market Overview - The Shanghai Composite Index briefly approached 4100 points before closing slightly up by 0.05% at 4085.77 points, while the Shenzhen Component rose by 0.06% and the ChiNext Index increased by 0.31% [1] - The STAR 50 Index showed strong performance, with total trading volume across the A-share market reaching approximately 2.88 trillion yuan [1] Sector Performance - Sectors such as brokerage, military, oil, and banking experienced declines, while the coal sector saw significant gains [1] - The semiconductor, tourism and catering, and insurance sectors showed upward momentum, with active concepts including lithography machines, storage chips, and CPO [1] Institutional Insights - Dongguan Securities noted that the return of the Shanghai Composite Index above 4000 points has boosted market sentiment, supported by the recovery of the RMB exchange rate and strong performance in Hong Kong stocks [1] - Institutions such as insurance funds and public offerings are accelerating asset allocation at the beginning of the year, with expectations for policy measures like interest rate cuts and reserve requirement ratio reductions to stimulate the market [1] - Potential catalysts for continued market momentum include improved fundamental data and the focus on sectors such as large financials, non-ferrous metals, robotics, AI applications, and storage chips [1]