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]