A股市场大势研判：大盘延续分化，三大指数涨跌不一

Market Performance - The major indices showed mixed performance with the Shanghai Composite Index closing at 3297.29, up by 0.03%, while the Shenzhen Component Index fell by 0.58% to 9878.32 [2] - The ChiNext Index decreased by 0.68% to 1935.86, and the STAR 50 Index dropped by 0.92% to 1003.32 [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.11 trillion, a decrease of 120.7 billion from the previous trading day [6] Sector Performance - The top-performing sectors included Beauty Care (1.61%), Banking (1.16%), and Utilities (1.08%), while the worst-performing sectors were Computer (-2.36%) and Communication (-2.08%) [3] - Concept sectors such as PEEK Materials (3.70%) and Acrylic Acid (1.89%) performed well, whereas New and Next Shares (-3.24%) and Electronic ID (-3.20%) lagged [3] Market Outlook - The market is expected to stabilize as domestic macro policies are set to intensify in the second quarter, with potential monetary easing and fiscal stimulus [6] - The report highlights a shift towards a fundamentals-driven market as earnings reports are released and the political bureau meeting at the end of April clarifies future policy directions [6] - Defensive sectors like banking and electricity, along with consumer and technology sectors, are anticipated to perform well amid ongoing economic recovery [6]