A股市场大势研判：市场全天冲高回落，沪指续创年内新高

Market Overview - The market experienced a high and then a pullback, with the Shanghai Composite Index reaching a new high for the year at 3472.32, up by 0.32% [1][3] - The Shenzhen Component Index and the ChiNext Index saw declines of 0.25% and 0.36% respectively, indicating a mixed performance across indices [1][3] Sector Performance - The banking sector led the gains with an increase of 1.84%, while the beauty care sector faced the largest decline at -1.87% [2] - Other sectors that performed well included media (0.91%), comprehensive (0.71%), public utilities (0.67%), and steel (0.50%) [2] - Conversely, sectors such as non-ferrous metals (-1.60%), basic chemicals (-1.22%), and light industry manufacturing (-1.17%) were among the worst performers [2] Concept Indices - Concept indices such as Alzheimer's concept (1.80%), cross-border payment (CIPS) (1.72%), and digital currency (1.35%) showed positive performance [2] - In contrast, sectors like solid-state batteries (-2.26%) and sodium-ion batteries (-2.24%) faced significant declines [2] Future Outlook - The report indicates a cautious bullish outlook for the market, suggesting that the central range of platform fluctuations is expected to rise steadily [5] - It highlights the importance of monitoring sectors such as finance, machinery, consumer goods, and TMT (Technology, Media, and Telecommunications) for potential investment opportunities [5] Economic Indicators - The report notes that the total trading volume in the Shanghai and Shenzhen markets reached 1.43 trillion yuan, an increase of 118.8 billion yuan from the previous trading day [5] - It also mentions that the U.S. labor market remains resilient, with non-farm employment figures significantly exceeding expectations, which may impact interest rate expectations [5]