每日看盘｜热钱涌动提振交易情绪，降温信号渐显

Group 1 - The A-share market showed a mixed trend with the Shanghai Composite Index achieving a record of 14 consecutive positive days, driven by strong performances in coal and semiconductor stocks [1][4] - The commercial aerospace sector and semiconductor-related stocks, including storage and photolithography materials, experienced significant gains, reflecting a robust trading sentiment influenced by global liquidity conditions [2][3] - The prices of major commodities, particularly coking coal and coal futures, surged, contributing to the strong performance of related stocks in the A-share market [3] Group 2 - There are signs of market cooling, as evidenced by the cautious sentiment among rational investors, with the trading volume in the Shanghai and Shenzhen markets exceeding 2.8 trillion yuan for two consecutive days [4][5] - The brain-computer interface concept stocks showed signs of fatigue, indicating a potential slowdown in the market's momentum for chasing gains [4][5] - A significant sell order from CITIC Securities during the closing auction raised concerns about the market's overheating, as similar past occurrences have led to declines in the index [4][5]