盘中多次翻绿 但沪指14连阳守住了！下一步的思路是什么？

Market Overview - The Shanghai Composite Index recorded a slight increase of 0.05%, marking a 14-day consecutive rise, while the ChiNext Index rose by 0.31% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day [2] - The market experienced rapid rotation of hotspots, with over 3,100 stocks declining [2] Sector Performance - The commercial aerospace sector showed active performance, while the coal sector continued to rise [2] - Semiconductor equipment and photoresist concepts also performed well, and controlled nuclear fusion concepts strengthened [2] - The brain-computer interface concept experienced a decline [2] Index Performance - The performance of various indices year-to-date includes: - Sci-Tech 50: +7.38% - CSI 500: +5.49% - CSI 1000: +4.10% - ChiNext Index: +3.95% - Shanghai Composite Index: +2.95% [5] Institutional Insights - Debon Securities noted that the Shanghai Composite Index's recent surge and new ten-year high confirm a strong market trend, supported by policy, foreign capital inflow, and industrial innovation [9] - The focus should be on sectors like commercial aerospace, artificial intelligence, and robotics, while also being cautious of high-positioned stocks [9] - Puyin International emphasized the importance of sustainable investment opportunities, particularly in AI technology stocks, while also considering defensive allocations [9] Key Sectors to Watch 1. Semiconductor Industry: The market is focused on rising prices of storage chips, with significant developments in major companies like SMIC and Changxin Memory Technologies [11] 2. Controlled Nuclear Fusion: Recent breakthroughs in nuclear fusion research indicate a capital expenditure expansion phase, benefiting core companies in the industry [12] 3. Coal Mining and Processing: The Dalian Commodity Exchange's coking coal futures reached a limit-up price of 1,164 yuan/ton, reflecting a 7.98% increase [13] 4. Tourism and Hospitality: New policies encouraging travel activities for workers are expected to boost the tourism sector [14]