Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index down 0.08%, the Shenzhen Component Index up 0.73%, and the ChiNext Index up 1.01% [1] - The North Star 50 Index saw a significant increase of 3.19% [1] - Total market turnover reached 728.2 billion yuan, an increase of 70.7 billion yuan compared to the previous day [1] - Over 3,800 stocks in the market experienced gains [1] Sector Performance - The leading sectors included Huawei software, cloud computing, AI, humanoid robots, and data elements, which saw notable gains [2] - Conversely, the banking, electricity, port shipping, tourism, and precious metals sectors faced declines [2] - Notable stocks in the TMT sector included Creative Information, Changshan Beiming, and Zhenghe Ecology, which all hit the daily limit [2] - The humanoid robot sector also performed well, with stocks like Ruixin Microelectronics and Jinggong Technology reaching the daily limit [2] - The real estate sector was active, with stocks such as Konggang Co. and Wantong Development hitting the daily limit [2] - The banking sector saw significant adjustments, with Huaxia Bank down over 8% and several other banks declining more than 3% [2] - The electricity sector lagged, with stocks like Guangxi Energy and Huayin Power showing notable declines [2] Notable Stocks and Trends - The top-performing stocks included Hongbo Co. with a 4-day limit increase and Zhongxin Fluorine Materials with a 7-day limit increase [12] - The artificial intelligence sector had 11 stocks hitting the daily limit, indicating strong market interest [12] - The Huawei concept stocks also performed well, with multiple stocks reaching the daily limit [12] - The new energy vehicle sector had 9 stocks hitting the daily limit, reflecting ongoing investor interest [13] Economic Indicators - The April manufacturing PMI in China was reported at 49%, indicating a slight decline from the previous month [23] - The high-tech manufacturing PMI was notably higher at 51.5%, suggesting continued expansion in that sector [23] - The April Caixin manufacturing PMI was reported at 50.4, marking a decrease from March [24]
A股午评:创业板指半日涨超1%,华为软件、算力、机器人等热门TMT板块领涨