智通财经网·2025-05-26 01:56Market Overview - A-shares showed mixed performance on May 26, with the Shanghai Composite Index rising by 0.21% while the Shenzhen Component and ChiNext Index fell by 0.06% and 0.26% respectively [1] - The market is expected to experience a short-term adjustment, maintaining a high central tendency in the second quarter [2][9] Active Sectors 1. Chinese Academy of Sciences Concept - The Chinese Academy of Sciences concept saw significant activity, with China Science Publishing and Media's stock hitting the daily limit [3] - Other notable performers included Senyuan Technology, Zhongke Information, and Hanwang Technology, which all showed substantial gains [4] 2. Controlled Nuclear Fusion Concept - The controlled nuclear fusion sector continued its strong performance, with Rongfa Nuclear Power achieving two consecutive daily limits [5] - The sector's momentum is supported by recent U.S. policy announcements aimed at expanding nuclear power capacity significantly by 2050 [5][6] Institutional Insights - CITIC Securities highlighted the emerging risks of crowded trading in micro-cap stocks and emphasized the importance of focusing on "new quality domestic demand growth" sectors [7] - Shenyin Wanguo maintained a view of a high central tendency in the A-share market, indicating potential for short-term adjustments while remaining optimistic about sectors like pharmaceuticals and precious metals [9] - Dongfang Securities noted that the market is likely to continue its range-bound oscillation, with quality thematic stocks and technology stocks being attractive for accumulation during dips [10]