财经：全球股市分化，A股匍匐前行（6月18日）

Global Market Dynamics - European stock markets showed mixed performance with the FTSE 100 index up by 0.16%, DAX index up by 0.05%, CAC 40 index down by 0.07%, MIB index up by 0.23%, and AEX index down by 0.17% [1] - In the Americas, major indices mostly declined with the Nasdaq Composite down by 0.91%, Dow Jones Industrial Average down by 0.70%, S&P 500 down by 0.84%, TSX Composite down by 0.14%, and IPC index down by 0.72% [1] A-share Market Performance - A-shares saw slight gains with the Shanghai Composite up by 0.04%, Shenzhen Component up by 0.24%, and ChiNext up by 0.23%, while the North Star 50 index fell by 0.65% [2] - The total market turnover reached 12,217 billion yuan, a decrease of 154 billion yuan compared to the previous trading day, with over 1,800 stocks rising [2] Sector Hotspots - There was a clear divergence in sector performance with military equipment, components, CPO, and consumer electronics showing strong activity, attracting market funds [3] - Conversely, sectors such as rare earth permanent magnets and glyphosate experienced declines, with related stocks undergoing varying degrees of correction [3] Market Focus - The AI hardware sector led the gains with notable performances from stocks like Yihau New Materials, Hushun Electronics, and Dazhi Shares, all hitting the daily limit up [4] - Military stocks also performed strongly with companies like New Light Optoelectronics and North Long Dragon reaching the daily limit up [4] - In contrast, the agricultural chemicals sector saw declines with stocks like Sully Shares and Lianhua Technology hitting the daily limit down [4] Active Sector Insights PCB Sector - Key stocks include Yihau New Materials, Hushun Electronics, and others, with demand for high-value products like AI PCBs expected to significantly enhance profitability for industry players, driving rapid earnings growth [5] AI Glasses Sector - Relevant stocks include Qingyue Technology and others, with Rokid smart glasses achieving "payable" functionality and strategic partnerships expanding application scenarios, potentially marking a pivotal moment for the industry [6] Digital Currency/Stabilized Coin Sector - Key stocks include Hengbao Shares and others, with JD Group's plans to apply for stablecoin licenses globally aimed at reducing cross-border payment costs by 90% and improving efficiency, serving as a catalyst for sector activity [8]