大盘高开高走，创业板指领涨

Market Performance - The A-share market showed a strong upward trend with the ChiNext Index leading the gains, closing at 2064.71, up 2.63% [2][4] - The Shanghai Composite Index closed at 3369.24, up 0.82%, while the Shenzhen Component Index rose by 1.72% to 10301.16 [2][4] Sector Performance - The top-performing sectors included Defense and Military Industry (+4.80%), Electric Equipment (+2.69%), and Machinery Equipment (+2.24%) [3][4] - Conversely, the sectors that underperformed were Agriculture, Forestry, Animal Husbandry, and Fishery (-0.49%), Pharmaceutical and Biological Products (-0.27%), and Utilities (-0.26%) [3][4] Concept Index Performance - Notable concept indices included the China Shipbuilding System (+6.55%), Chengfei Concept (+5.77%), and Military Information Technology (+4.28%) [3][4] - Underperforming concept indices were the Recombinant Protein (-0.94%), Sugar Substitute (-0.82%), and Transgenic (-0.77%) [3][4] Future Outlook - The market is expected to maintain an upward trend in the short term, supported by the easing of external tariff pressures and a recovery in the supply chain [7] - The focus for investment should be on consumption and technology sectors, with an emphasis on domestic circulation and core self-controllable areas [7]