A股市场大势研判：大盘震荡分化，创业板指领涨

Market Overview - The A-share market is experiencing fluctuations, with the ChiNext Index leading the gains [1] - The Shanghai Composite Index closed at 3296.36, down 0.10%, while the Shenzhen Component Index rose by 0.67% to 9935.80 [2] Sector Performance - The top-performing sectors include: - Automotive: +3.21% - Machinery: +2.47% - Communication: +1.73% - Power Equipment: +1.18% - Electronics: +0.91% [3] - The underperforming sectors include: - Retail: -1.85% - Agriculture: -1.39% - Real Estate: -1.38% - Non-ferrous Metals: -1.26% - Beauty Care: -0.95% [3] Concept Index Performance - The leading concept indices are: - Reducer: +5.18% - Humanoid Robots: +4.58% - Automotive Thermal Management: +3.67% - Flying Cars (eVTOL): +3.54% - Integrated Die Casting: +3.48% [4] - The lagging concept indices are: - Gold Concept: -3.44% - Corn: -2.88% - Dairy: -2.86% - Grain Concept: -2.82% - Community Group Buying: -2.68% [4] Future Outlook - The market is expected to focus on consumption, real estate stability, stock market stability, and support for private enterprises in the second quarter [6] - The upcoming Politburo meeting in April is seen as a critical observation window for new policy announcements [6] - The monetary policy is anticipated to shift from risk prevention to growth stabilization, especially if the Federal Reserve lowers interest rates [6]