回升看涨？

Market Overview - The Shanghai Composite Index found support at the 3800-point level, while the ChiNext Index showed strong performance, indicating a continued market focus on growth sectors [4] - A broad-based rally was observed with a bullish sentiment, particularly in the semiconductor industry, where over 20 stocks hit the daily limit or rose more than 10% [5] Fund Flow and Market Sentiment - The net inflow of main funds reached 20.08 billion, with total trading volume across both markets at 2.33 trillion, reflecting a decrease of 6.27% [6] - The market displayed a "structural" trend, with funds concentrated in sectors with strong industrial logic and policy expectations, particularly in semiconductors, which played a crucial role in maintaining market activity [6] Retail and Institutional Investment Trends - Retail investors showed active participation in strong sectors like semiconductors, while institutional investors focused on adjusting their portfolios based on industry trends, significantly increasing their investments in semiconductors, photovoltaic equipment, batteries, and AI computing power [7] - Retail funds exhibited a net inflow in strong sectors but showed net outflows in automotive and certain technology sub-sectors [7] Investor Sentiment - The sentiment among retail investors indicated that 75.85% were optimistic, while 52.86% expressed a cautious outlook [8]