Market Overview - The financial sector saw a midday surge, with active performance in digital currency, gaming, steel, and innovative pharmaceuticals, while military, solid-state batteries, marine economy, and rare earth permanent magnet sectors weakened [1][8] - On July 4, the three major stock indices closed mixed: Shanghai Composite Index at 3472.32 points, up 0.32%; Shenzhen Component Index at 10508.76 points, down 0.25%; ChiNext Index at 2156.23 points, down 0.36% [1] Sector Performance - The Alzheimer's concept sector increased by 1.80%, while the cross-border payment sector rose by 1.72% [2] - The gaming sector saw a rise of 1.65%, and the banking sector also increased by 1.65% [2] - The energy metals sector experienced a decline of 3.26%, with significant drops in stocks like Yuanhang Precision and Tengyuan Cobalt [3] Capital Flow - Main capital inflows were observed in the banking, pharmaceutical, and computer sectors, while there were outflows from power equipment and non-ferrous metals sectors [4] - Specific stocks such as Wolong Nuclear Materials, GCL-Poly Energy, and Dataport saw net inflows of 1.183 billion, 532 million, and 474 million respectively [5] - Conversely, stocks like Zhongji Xuchuang, Haoshanghao, and Dongfang Caifu faced net outflows of 580 million, 475 million, and 459 million respectively [6] Institutional Insights - Jianghai Securities noted that a breakthrough of previous highs is imminent, contingent on the financial sector's performance [7] - Galaxy Securities indicated that the Shanghai Composite Index may continue to rise but requires accompanying trading volume [9] - Guotai Junan Securities suggested that the weak dollar trend may persist in the short term, with potential for an upward trend in the fourth quarter, indicating support from global markets [9]

Market Performance - The market experienced a rebound with the ChiNext leading the gains, closing at 2057.32, up by 0.66% [2][4] - The Shanghai Composite Index closed at 3388.73, up by 0.35%, while the Shenzhen Component Index closed at 10163.55, up by 0.41% [2][4] - The total trading volume in the Shanghai and Shenzhen markets was 1.22 trillion yuan, a decrease of 252.2 billion yuan compared to the previous trading day [7] Sector Performance - The top-performing sectors included Media (up 2.70%), Communication (up 2.11%), and Computer (up 1.99%) [3][4] - The sectors with the weakest performance were Agriculture, Forestry, Animal Husbandry, and Fishery (down 0.76%) and Beauty and Personal Care (down 0.49%) [3][4] - Concept indices that performed well included Digital Currency (up 4.72%) and Ant Financial Concept (up 4.40%) [3][4] Economic Indicators - In May, the total retail sales of consumer goods reached 41,326 billion yuan, a year-on-year increase of 6.4% [6] - The industrial added value for large-scale enterprises grew by 5.8% year-on-year in May, with a month-on-month increase of 0.61% [6] - The average sales price of new residential properties in first-tier cities decreased by 0.2% month-on-month in May [6] Future Outlook - The market is expected to maintain a range-bound trend in the short term, but overall is in a healthy operating condition [7] - Mid-term prospects remain positive due to economic resilience and supportive policy measures, indicating potential upward movement in the market [7] - Recommended sectors for attention include Finance, Non-ferrous Metals, Consumer Goods, and TMT (Technology, Media, and Telecommunications) [7]