看涨率创新高！今日市场情绪指数来了

Core Viewpoint - The A-share market shows a collective rise in the three major indices, with the Shanghai Composite Index experiencing intense fluctuations around 3862 points, ultimately closing at 3875 points, indicating short-term directional pressure [3]. Market Performance - A total of 3206 stocks rose today, reflecting a broad-based market rally, with the number of stocks hitting the daily limit up significantly exceeding those that fell [4]. - The market's overall performance is characterized by a strong showing in the gold sector, with precious metals, semiconductors, and battery sectors leading the gains, while large financial and military sectors lagged [4]. Trading Volume - The total trading volume across both markets reached 1.75 trillion yuan, a decrease of 1.73%, indicating a contraction in trading activity despite maintaining a high level of market participation [5]. - The market has seen 14 consecutive days of trading volumes exceeding 2 trillion yuan, but the current trend shows a "price increase with volume decrease" pattern, suggesting a shift in capital flow from low-growth sectors to high-growth areas [5]. Capital Flow - There is a net outflow of institutional funds, while retail investors are showing net inflows, indicating a cautious yet optimistic structural adjustment among institutions [6]. - Northbound funds are actively increasing positions in semiconductors and non-ferrous metals, while domestic institutional funds are shifting from low-growth sectors to policy-supported growth sectors [6]. - Retail investors exhibit a mixed sentiment, with some chasing short-term hot sectors like AI computing and precious metals, while others are moving towards undervalued consumer sectors, reflecting a conflict between seizing structural market opportunities and concerns over high-level adjustments [6].