先说说今天这行情，那叫一个"东边日出西边红"。三大指数全涨，沪指涨了0.7%，创业板更猛，直接涨了快3个点，最亮眼的还是北证50，8.41%的涨幅， 不少朋友看了都咋舌。成交额也给力，全天2万2千多亿，比昨天多了1200多亿，说明市场里的钱是真不少，热度够足。板块上更是泾渭分明，光伏储能午后 直接"起飞"，阿特斯、隆基绿能这些龙头都封了涨停，阳光电源还创了新高；有色金属也不甘示弱，铜、锌方向领涨，大中矿业直接涨停，江西铜业这些老 面孔也跟着冲。反观银行、白酒，就有点"蔫"，成都银行、浦发银行跌在前头，白酒板块也没太起来。 有个老伙计早上跟我吐槽，说看着北证50开盘就往上冲，手痒想追，又怕追在高点，结果眼睁睁看着它越涨越高，现在纠结要不要明天补。其实这事儿我特 理解，但咱做投资不能光看"热闹"，得想明白背后的逻辑：今天涨得猛的光伏、有色，其实是有资金在往高景气赛道凑，而北证50是因为之前调整够了，加 上资金轮动才起来的，不是突然"天上掉馅饼"。 今天收盘刚坐下，手机就震个不停，好几个朋友发来消息："帮主，北证50今天涨疯了！8个多点，我早上没敢追，现在看着心痒痒咋办？"还有人说沪指稳 稳站在4000点上，手里的 ...

Group 1 - The core viewpoint is that the A-share market is experiencing a "slow bull" trend, with high-growth sectors being the preferred choice for investment [1][2] - Policy support is expected to strengthen with the upcoming Fourth Plenary Session in October, particularly in hard technology and new productivity sectors [1][2] - Recent increases in overseas AI industry capital expenditure are positively influencing market sentiment [1][2] Group 2 - A total of 12 out of the 15 leading companies with the highest gains since June are linked to overseas expansion, particularly in the AI supply chain and innovative pharmaceuticals [2][3] - The market consensus has been strong since August, but the intensity of sector rotation has decreased to a new low since April of the previous year [2][3] - The focus should be on high-growth sectors such as solid-state batteries, energy storage, and innovative pharmaceuticals, while also considering new consumption trends [1][2] Group 3 - The current market sentiment is characterized by a high degree of volatility, with a potential for a significant upward trend if new catalysts emerge [3][4] - The upcoming October meeting is anticipated to clarify the direction of the "14th Five-Year Plan," likely emphasizing technological innovation and new productivity [3][4] - The market is expected to see a shift towards cyclical trades as the economy transitions from service to manufacturing sectors [4]