超3500只个股上涨

Core Viewpoint - The overall economic fundamentals are improving, supported by dual policy efforts, positive external environment, and internal demand recovery, which is driving profit recovery [3]. Group 1: Market Performance - As of the latest trading session, the Shanghai Composite Index rose by 0.44% to 3549.89 points, the Shenzhen Component Index increased by 0.29% to 10945.76 points, and the ChiNext Index gained 0.12% to 2279.83 points [1]. - The market saw a surge in over 3500 stocks, with sectors like hydropower, cement, engineering machinery, rare earths, and building materials leading the gains, while the financial sector experienced a collective pullback [1]. Group 2: Investment Strategy - Investment focus should shift towards structural performance, with an emphasis on sectors benefiting from policies and strong earnings, as the financial market is not yet over [3]. - High certainty in earnings is expected to drive strong performance in certain sectors, with a continued focus on trend certainty in the market [3]. - The second half of the year is anticipated to be a busy period for technology releases in the domestic tech industry, alongside increasing certainty in sectors like biomedicine, aerospace, rare metals, and capacity optimization [3]. - Suggested themes for investment include AI applications, self-controllable technologies, innovative pharmaceuticals, and capacity resolution [3].