看涨

Market Overview - The A-share market experienced a V-shaped reversal, with the ChiNext index leading the gains. The market showed a narrow fluctuation in the morning but surged in the afternoon, resulting in a "double bottom" structure for the Shanghai Composite Index, indicating technical support [4] - A total of 3,623 stocks rose, reflecting a broad-based rally and significant improvement in profit-making potential. The energy metals sector was particularly strong, with lithium mining leading the gains. The computing hardware concept stocks also saw a resurgence in the afternoon, with CPO and server sectors being notably active [4] Trading Volume and Market Sentiment - The trading volume in both markets increased, ending a streak of declining volumes, indicating a good match between price and volume. The overall market activity remained high, with a recovery in market sentiment and accelerated sector rotation, showing a "blooming" pattern across multiple sectors. Funds shifted from defensive sectors to high-growth tracks [4] Fund Flows - Main funds showed a net inflow, while retail investors also saw a net inflow. Institutional investors maintained a cautiously optimistic stance, focusing on defensive and long-term investments. Key areas of investment included technology growth and policy-benefiting sectors, with a particular emphasis on AI computing power and the lithium battery supply chain [5] - Retail investors displayed rational recovery, participating structurally and mainly following institutional leads, focusing on sectors with strong certainty such as computing power and consumer recovery, while maintaining caution towards high-volatility new stocks and high-priced themes [5]