A股五张图：市场不知缩量恨，隔屏犹炒题材花

Market Overview - The market experienced a collective decline in the morning but rebounded slightly in the afternoon, with small-cap and thematic stocks showing strength. The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed down by 0.05%, 0.41%, and 0.8% respectively, while nearly 3,800 stocks rose and over 1,400 fell [1][2]. Nuclear Fusion Sector - The nuclear fusion sector saw significant gains, with stocks like Rongfa Nuclear Power, Haheng Huaton, and Xue Ren Co. achieving consecutive daily limits. The sector overall rose by 6.78% [8][9]. - On March 23, Trump signed four executive orders related to nuclear energy, which included accelerating reactor testing and allowing the construction of nuclear reactors on federal land, boosting the nuclear power stocks in the U.S. and subsequently in A-shares [5][6][7]. Autonomous Vehicles - The autonomous vehicle sector, particularly focusing on "unmanned logistics vehicles," saw a resurgence with stocks like Yuanwanggu, Xiangyou Technology, and Jinjiang Online hitting daily limits. The sector closed up by 0.52% and 2.39% for unmanned driving and smart logistics respectively [11][12][13]. Central Enterprise Restructuring - A strategic restructuring was announced between Zhongke Shuguang and Haiguang Information, marking the first absorption merger transaction since the revision of the major asset restructuring management measures. The central enterprise reform sector saw a slight increase of 1% [18][19]. Gaming Sector - The gaming sector experienced a sudden surge, with stocks like Youzu Network and Iceberg Network hitting daily limits. The sector closed up by 3.29%, while the related IP economy rose by 2.3% [21][24]. - The increase in gaming stocks may be linked to positive earnings reports from companies like NetEase, which saw a significant rise in revenue from new games [25][26].