A股收评：沪指冲高回落跌0.7%，银行板块集体调整，“马”字辈个股午后走高

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index down by 0.7%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [1] - The total market turnover was 15,756 billion yuan, a decrease of 475 billion yuan compared to the previous day, with over 3,300 stocks rising [1] Sector Performance - The sectors that performed well included non-ferrous metals, AI hardware, diversified finance, and smart healthcare, while banking, oil and gas extraction, cross-border payment, and tourism and hotel sectors saw declines [2] - The non-ferrous metals sector was notably strong, with stocks like Jinhui Co. and Northern Copper hitting the daily limit [2] - Several stocks related to CPO and copper cable high-speed connection concepts also surged, with companies like Chuangyitong and Xinya Electronics reaching the daily limit [2] Notable Stocks - Stocks with consecutive limit-ups included Hongye Futures and Dadongnan, both achieving four consecutive limit-ups [3][4] - Other stocks with consecutive limit-ups included Feiyada and Zhongguang Lightning, among others [5] Hot Sectors - The top hot sector was new energy vehicles, with 14 stocks hitting the limit-up, including Dadongnan and Bohai Automobile [6] - The 5G sector also saw 9 stocks hitting the limit-up, with Zhongguang Lightning being a notable representative [7] - The BYD concept stocks had 9 stocks hitting the limit-up, with Dadongnan and Bohai Automobile leading [8] Market Trends - The CPO market is expected to see significant growth starting in 2027, with projections indicating a market size exceeding 1 billion USD by 2028 and surpassing 5 billion USD by 2030 [11] - Goldman Sachs predicts that copper prices will peak at approximately 10,050 USD per ton by August 2025 due to tightening supply in markets outside the US [12] - The diversified finance sector is gaining attention due to the ongoing positive response to virtual asset businesses in Hong Kong, with firms like Tianfeng International Securities upgrading their licenses to offer virtual asset trading services [12]