Market Overview - The A-share market showed a mixed performance with the ChiNext Index rising over 1% while the Shanghai Composite Index fell by 0.21% [1][3] - Overall market sentiment remained positive with over 3,600 stocks rising and a trading volume exceeding 1 trillion yuan, indicating active capital participation [3] Sector Performance - The non-ferrous metals sector experienced significant gains, with stocks like Zhuhai Group, Jinhui Co., and Northern Copper hitting the daily limit, likely driven by a rebound in copper prices and positive earnings forecasts [3] - The CPO and computing hardware sectors also saw strong performance, with stocks like Chuangyitong and Xinya Electronics reaching the daily limit, reflecting renewed interest in AI computing hardware due to recent domestic and international AI application developments [3] - The securities and diversified financial sectors were active, with firms like Hongye Futures and Aijian Group achieving multiple consecutive gains, driven by expectations of interest rate cuts and potential financial regulatory reforms [3] Declining Sectors - The oil and gas extraction, banking, and tourism sectors faced notable declines, with major banks like Agricultural Bank and Bank of China dropping over 2%, likely due to expectations of lower LPR in the second half of the year [4] - The adjustment in oil and gas stocks was anticipated following a recent easing of Middle Eastern tensions and a decline in international oil prices [4] Investment Insights - The strength of the ChiNext Index suggests a revival in growth sectors, particularly in AI computing and renewable energy, indicating potential bottoming out [4] - The weakness in the Shanghai Composite Index reflects ongoing consolidation in large-cap blue-chip stocks, suggesting a transition in market style is not yet complete [4] - Investors are advised to monitor sector performance closely, particularly in cyclical sectors like non-ferrous metals, and to consider the fundamentals and futures prices [4]
帮主郑重午评：创业板涨超1%！CPO算力爆发，中长线该盯哪些机会？