华福证券沪指站上3500点

Group 1 - The report indicates that the Shanghai Composite Index has broken through the 3500-point mark, with an overall increase of 1.71% in the A-share market during the week of July 7-11. Micro-cap stocks, the CSI 1000, and the ChiNext Index led the gains, while the CSI 300, CSI Dividend, and SSE 50 lagged behind [2][9][14] - The report highlights that the market sentiment has improved, with a rise in industry rotation intensity. The small-cap style has outperformed, and the theme heat is concentrated in rare earths and stock trading software [3][25][20] - The report notes that the average daily trading volume of the Stock Connect increased by 41.1 billion yuan compared to the previous week, with net inflows of leveraged funds amounting to 22.4 billion yuan, primarily into the non-bank financial and power equipment sectors [3][36][34] Group 2 - The report discusses several industry hotspots, including the launch of multiple new car technologies, which are expected to stimulate sales for automotive companies. Additionally, the ongoing "subsidy war" in the food delivery sector has led to a surge in orders for coffee and tea products [4][45][46] - The report emphasizes the importance of mid-year performance reports and the trend of "anti-involution" in the market. It suggests that there are structural opportunities in the market, particularly in AI and military industries [4][49][49] - The report mentions that the real estate sector is experiencing positive momentum due to favorable policy signals and the non-bank financial sector is active, driven by strong mid-year performance expectations [20][36][20]