市场放量上涨后，短期走势如何？中期趋势如何？

Market Overview - The report indicates a significant rise in the A-share market, with the Shanghai Composite Index reaching a new high for 2025, driven by a collective surge in the financial sector, particularly brokerage stocks [1][9] - Short-term targets for the Shanghai Composite Index are set at 3500 points, with potential upward movement to 3600 points if trading volume increases [1][9] - The mid-term outlook for the A-share market appears positive, with expectations of a continued upward trend supported by financial policies aimed at high-quality development and anticipated monetary easing from the Federal Reserve [1][9] Investment Opportunities - Three main investment themes are highlighted: 1. Focus on companies with better-than-expected mid-year earnings as the reporting window opens in July, particularly those with low valuations and improving performance [2][10] 2. Technology sectors such as robotics, AI, and digital economy (including digital currencies) are recommended for low-cost entry [2][10] 3. Stocks that have experienced significant declines, particularly in the new energy and brokerage sectors, are suggested for rebound opportunities [2][10] Sector Analysis - The brokerage sector is experiencing a strong rally, supported by favorable policies and capital market reforms, including the deepening of the Sci-Tech Innovation Board reforms and adjustments to the classification evaluation system for securities companies [6][8] - The military and aerospace sectors, particularly shipbuilding, are also highlighted as active areas, with recent mergers and acquisitions driving stock performance [7] - The report notes that the military sector has shown consistent growth in defense budgets, with a projected increase of 6.6% to 7.2% from 2020 to 2025, indicating ongoing government support for military modernization [7]