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Market Overview - The market showed collective slight increases, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.42%, 0.87%, and 1.11% respectively, with nearly 4,000 stocks rising and over 1,200 stocks falling [4] New Consumption Trends - The "new consumption" theme was prominent, particularly in the beer sector, which saw significant gains due to the "micro-drunk economy" concept, with stocks like Lehui International and Emei Mountain A hitting the daily limit [7][8] - The beer concept rose nearly 4% throughout the day, driven by various related stocks performing strongly [7] Jewelry and IP Economy - The jewelry and IP economy sectors experienced strong performance, with stocks like Chaohongji and Laishen Tongling hitting the daily limit, and the jewelry sector rising by 6.05% while the IP economy rose by 2.09% [12] - The performance of Hong Kong stocks, particularly in the jewelry sector, positively influenced A-share trends [12] New Tobacco Products - The new tobacco sector saw a significant rise, with stocks like Jinjia Co. and Huabao Co. hitting the daily limit, and the sector overall rising by 3% [16] - The rise was attributed to the mapping effect from Hong Kong stocks, particularly from the performance of Smoore International [15] Nuclear Power Sector - The nuclear power and nuclear fusion sectors experienced a partial recovery, driven by external market influences, particularly from the U.S. market [21] - A notable catalyst was the 20-year nuclear power purchase agreement signed between Meta and Constellation Energy, aimed at meeting the electricity demand from the AI boom [21] - The nuclear fusion sector opened high but closed down by 0.34%, reflecting a similar trend to U.S. nuclear stocks [22][23]