午评：沪指涨0.3%，盘中突破4100点，有色、军工等板块强势

Core Viewpoint - The A-share market showed strong performance with the Shanghai Composite Index briefly surpassing 4100 points, indicating a robust trading environment despite some sectoral declines [1] Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.3% to 4095.33 points, while the Shenzhen Component increased by 0.57% and the ChiNext Index rose by 0.1% [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached approximately 2.08 trillion yuan [1] Sector Analysis - Sectors such as insurance, banking, and real estate experienced declines, while sectors including non-ferrous metals, military industry, retail, and oil showed strong performance [1] - Active sectors included commercial aerospace, military trade concepts, and AI application concepts [1] Future Outlook - Dongguan Securities indicated that after a period of significant volume increase, the A-share market may enter a necessary phase of consolidation before further upward movement [1] - Positive factors such as the "14th Five-Year Plan" industrial guidance, overseas liquidity easing, and domestic policy support are expected to provide ongoing support for the A-share market [1] - The introduction of incremental economic stabilization policies is anticipated to drive market risk appetite higher, with expectations for a continued upward trend leading into the spring market [1] - Focus areas for investment include dividends, AI, semiconductor sectors, and growth sectors like commercial aerospace, batteries, and new energy [1]