市场日报：两市全天震荡上行 两会召开进入倒计时

Market Overview - The market experienced a fluctuating upward trend on March 4, 2025, with the Shanghai Composite Index closing at 3324.21 points, up by 0.22%, and the Shenzhen Component Index closing at 10679.44 points, up by 0.28%. The ChiNext Index, however, closed down by 0.29% at 2190.08 points [2][5][7]. Trading Volume and Performance - The total trading volume across the two markets was 1.4 trillion yuan, with a total of 1,065.01 million shares traded [2][5]. - The number of stocks that rose was 4,048, while 1,171 stocks fell, indicating a positive market sentiment with a rise ratio of 73.63% [5]. Sector Performance - The leading sectors included Defense and Military (up by 3.54%), Electronics (up by 1.97%), and Machinery Equipment (up by 1.84%). Conversely, the sectors that lagged included Comprehensive (down by 1.91%), Electric Equipment (down by 1.12%), and Coal (down by 1.05%) [8][9]. Key Events - Shenzhen announced four major action plans focusing on the artificial intelligence terminal industry and embodied intelligent robot technology, which may present investment opportunities in these sectors [3]. - The State Council's tariff committee announced an increase in tariffs on certain imports from the U.S., which could impact trade dynamics and related sectors [3]. Conclusion - The overall market showed resilience with a slight upward trend, supported by strong performances in specific sectors, particularly in defense and technology, while external factors such as tariff changes may introduce volatility [2][3][8].