积极看涨！今日情绪指数来了

Core Viewpoint - The market is experiencing a broad upward trend with significant participation from retail investors, particularly in sectors like new energy and AI computing, while institutional investors are rationally reallocating funds towards high-growth areas with clear industrial trends and policy support [4][6]. Market Performance - A total of 4,855 stocks rose, indicating a strong profit-making effect, with sectors such as solid-state batteries, photovoltaics, wind power, silicon energy, and CPO leading the gains [4]. - The trading volume in the two markets was 2.30 trillion yuan, down 9.42%, reflecting a "volume contraction rebound" characteristic, suggesting that the market's rebound is more of a technical correction rather than a trend reversal [4]. Fund Flow - There was a net outflow of 2.783 billion yuan from institutional funds, while retail investors showed a net inflow, indicating a divergence in investment behavior [5]. - Institutions are shifting funds from defensive sectors to high-growth sectors like new energy and AI computing, while retail investors are actively chasing popular themes of the day [6]. Investor Sentiment - Retail investor sentiment is notably high, with 75.85% of investors feeling optimistic about the market [7]. - The proportion of investors increasing their positions is 25.69%, while 21.26% are reducing their positions, indicating a generally positive outlook among retail investors [11].