沪指站稳4000点，超2600只个股上涨

Core Viewpoint - A-shares experienced a slight opening increase followed by a steady rise, with the Shanghai Composite Index closing at 4016.33, marking a new rebound high, while the Shenzhen Component Index and the ChiNext Index also saw significant gains [3][4]. Market Performance - The Shanghai Composite Index rose by 0.7%, the Shenzhen Component Index increased by 1.95%, and the ChiNext Index surged by 2.93%. The North Star 50 index saw a remarkable increase of over 8% [3][4]. - The energy storage sector saw explosive growth, with multiple stocks such as Keli Yuan and Chuaneng Power hitting the daily limit [5]. - The Hainan Free Trade Zone concept stocks were strong, with Haiqi Group and Hainan Development also reaching the daily limit [6]. Capital Flow - Main capital inflows were observed in photovoltaic equipment, securities, and non-ferrous metals, while there were net outflows from banking, telecommunications, and food and beverage sectors [8]. - Specific stocks like Longi Green Energy, Shanzi Gaoke, and Sunshine Power received net inflows of 2.07 billion, 1.95 billion, and 1.43 billion respectively [9]. - Conversely, stocks such as ZTE Corporation, Zhaoyi Innovation, and Kweichow Moutai faced net outflows of 1.71 billion, 1.01 billion, and 930 million respectively [10]. Institutional Perspectives - Galaxy Securities indicated that the Shanghai Composite Index is likely to maintain a steady upward trend [11]. - Dongfang Securities noted that the liquidity in the equity market remains overall loose, but some high-valuation technology stocks may face performance verification challenges. The index is expected to continue a pattern of steady gains, with low-level rotation and rebound strategies being the main focus [11]. - Flash Gold Asset Management highlighted that the recent surge in market sentiment is driven by impressive quarterly results, but sectors that have seen significant prior gains may undergo a phase of consolidation. Sectors aligned with new economic growth directions, such as 6G communications, are seen as having layout value and warranting early attention [11].