史上第五次3万亿，大盘怎么走？

Group 1 - The A-share market has reached a new high, with the Shanghai Composite Index closing above 4100 points and trading volume hitting 3.15 trillion yuan, marking the fifth instance in history of such high trading volume, which typically indicates a peak in the market [1] - Investors are advised to consider two key factors when deciding whether to hold or sell stocks that have not seen significant gains: alignment with the main market trend and the presence of capital support. Stocks in strong sectors like commercial aerospace may be worth holding, while those in weaker sectors with declining trading volume should be reduced [1] Group 2 - The commercial aerospace sector, currently showing a 52% index increase, is still considered to have potential for further growth, despite historical patterns where major themes have seen around 70% gains before adjustments [2] - Investors are encouraged to focus on core stocks with orders and technological barriers, avoiding purely speculative plays. The recent interest in AI marketing is seen as a response from funds looking to capitalize on divergences in the commercial aerospace sector [2]