每日收评沪指时隔10年重新站上4100点！ 两市成交额突破3万亿大关，AI应用迎全线爆发

Market Overview - The market experienced a significant rally, with the Shanghai Composite Index breaking through 4100 points and the Shenzhen Component Index rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.12 trillion yuan, an increase of 322.4 billion yuan compared to the previous trading day, marking the fifth historical instance of surpassing 3 trillion yuan [1] - Over 3900 stocks rose, with more than a hundred stocks hitting the daily limit for two consecutive days [1] Sector Performance - The AI application sector saw a collective surge, with over twenty constituent stocks hitting the daily limit, including companies like Ingrity Media and Provincial Advertising Group [1][2] - The commercial aerospace sector remained active, with notable performances from companies such as Lushin Investment and China Satellite Communications [1][3] - The controlled nuclear fusion concept continued its strong performance, with companies like Hongxun Technology and China First Heavy Industries achieving three consecutive daily limits [3] Individual Stocks - AI application stocks were the day's leaders, with significant gains from popular stocks like Leo Holdings and Ingrity Media [6] - The commercial aerospace sector showed resilience despite some fluctuations, with Lushin Investment achieving nine daily limits over eleven days [6] - The overall sentiment in the market remained strong, with a high number of stocks experiencing rapid gains, indicating a potential for further upward movement in individual stocks [6] Future Market Analysis - The market is expected to maintain its upward momentum, with a focus on whether sufficient buying support can be sustained in the coming week [8] - The current market structure is characterized by sector-specific trends, particularly in commercial aerospace, AI applications, and controlled nuclear fusion, which are likely to continue attracting investor interest [8] - Monitoring trading volumes will be crucial, as a significant drop could signal a potential market correction [8]