收评：沪指震荡微跌，军工板块强势，工业软件概念等活跃

Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing down 0.07% at 4082.98 points, while the Shenzhen Component Index fell by 0.51% and the ChiNext Index decreased by 0.82%. In contrast, the Sci-Tech 50 Index rose by 0.82% [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached approximately 2.83 trillion yuan [1] Sector Performance - The insurance, brokerage, and banking sectors collectively declined, while the military industry sector showed strong performance. Other sectors such as real estate, steel, pharmaceuticals, and semiconductors also saw gains [1] - Active sectors included industrial software, commercial aerospace, and military trade concepts [1] Investment Insights - Dongguan Securities noted that the current external environment benefits from a weak dollar trend, while the internal environment is supported by expectations of proactive policy measures. The market volume has been increasing since the beginning of 2026, indicating strong market sentiment [1] - Recommendations for investment focus include AI technology sectors (such as brain engineering, computing power engineering, and humanoid robots), price increase sectors (like storage chips and rare earths), and large financial sectors [1] - Upcoming data releases to watch include China's CPI, U.S. non-farm employment data, and a U.S. Supreme Court ruling on tariff issues [1]