A股午评：沪指跌0.68%，煤炭、钢铁等周期股调整，AI走强！超3400股下跌，成交1.15万亿放量556亿；机构解读

Market Overview - The market showed mixed performance with the Shanghai Composite Index and Shenzhen Component Index both adjusting, while the ChiNext Index saw a slight increase [2] - As of the midday close, the Shanghai Composite Index was at 3591.26 points, down 0.68%, the Shenzhen Component Index at 11152.77 points, down 0.45%, and the ChiNext Index at 2377.84 points, up 0.43% [3] Sector Performance - The assisted reproduction, liquid cooling server, and chemical pharmaceutical sectors led the gains, while the steel, oil and gas extraction, and coal mining sectors experienced the largest declines [4] - In the assisted reproduction sector, companies like Gongtong Pharmaceutical and Lide Man saw significant increases, with both hitting the 20% daily limit [2][6] - AI application stocks, including Yidian Tianxia and Zhidema, also saw notable gains, driven by the increasing adoption of AI technologies [5] Policy and Industry Developments - The State Council announced that assisted reproduction technologies will be included in insurance reimbursements across all provinces, benefiting over 1 million people in 2024 [6] - The National Energy Administration is working on policies to enhance the construction of high-power charging facilities to support the growing demand for electric vehicles [8] - The domestic gaming market reported record sales revenue of 168 billion yuan in the first half of the year, marking a 14.08% year-on-year increase [8] Institutional Insights - Financial institutions noted that the A-share market has shown a trend of recovery, supported by various policy measures aimed at stabilizing market sentiment and improving expectations [10] - The increase in new individual investor accounts indicates growing confidence in the A-share market, reflecting a potential for increased market activity [10]