Market Overview - The market experienced a rebound in the afternoon, driven by financial stocks, with the ChiNext Index leading the gains and the Shanghai Composite Index returning above 3400 points [1][21] - The total trading volume in the Shanghai and Shenzhen markets reached 1.32 trillion, an increase of 25.2 billion compared to the previous trading day [1] Financial Sector Performance - Major financial stocks surged, with China Pacific Insurance hitting the daily limit, and other sectors like ports and logistics also seeing significant gains [1][15] - The insurance and securities sectors showed the strongest performance among financial stocks, while banks and real estate lagged slightly [6][14] - The Securities Insurance ETF rose by 4.22%, and the Securities ETF Leader increased by 3.45%, indicating strong investor interest in these products [8][9] Sector Analysis - The insurance sector's performance was notable, with China Pacific Insurance's market cap reaching 364.4 billion, and other major insurers also posting significant gains [15] - The banking sector remained active, with several banks, including Ningbo Bank and Zhengzhou Bank, seeing increases of over 3% [16] - The shipping sector also performed well, with significant increases in shipping futures driven by positive developments in US-China trade talks [18][19] Expert Insights - Analysts suggest that the return to 3400 points is a positive signal, although the market is not yet fully active, as indicated by the number of stocks rising versus falling [21][22] - The recent policy measures, including interest rate cuts, are expected to boost market sentiment and support valuation recovery [16][22] - The insurance sector's increased liquidity is seen as a signal of policy support for market stability, allowing for broader asset allocation [11]

每经记者｜肖芮冬 每经编辑｜赵云 5 月 14 日，市场午后在金融股带动下震荡走高，创业板指领涨，沪指重回 3400 点上方。截至收盘，沪指涨 0.86% ，深成指涨 0.64% ，创业板指涨 1.01% 。 板块方面，保险、港口、物流、化工等板块涨幅居前，光伏、贵金属、军工电子、轨交设备等板块跌幅居前。 个股跌多涨少，全市场超 2800 只个股下跌。沪深两市全天成交额 1.32 万亿元，较上个交易日放量 252 亿。 昨日A股"高开低走"后，市场各方关注一个问题： 能否复刻上次（5月7日），走出隔日修复？ 今天的盘面，则充分诠释了什么是"反直觉"交易。 | 类型 代码 | 名称 | 涨跌幅▼ | 成交额 | 年初至今 | 周涨跌幅 跟踪指数名称 | | --- | --- | --- | --- | --- | --- | | 主 512070 | 证券保险ETF | 4.22% | 9.22 G | -2.83% | 1.47% 300非银 | | 主 159993 | 证券ETF龙头 | 3.45% | 1.77亿 | -5.26% | 1.62% 证券龙头 | | + 159851 | 金融科技ETF ...