A股收评：3600点再失守，AI软硬件携手上涨，创新药、军工表现活跃

Market Overview - The A-share market experienced a collective decline, with the Shanghai Composite Index falling by 1.18% to 3573 points, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume for the day reached 1.96 trillion yuan, an increase of 909 billion yuan compared to the previous trading day, with nearly 4300 stocks declining across the market [1] Sector Performance - The steel sector saw significant declines, with Baogang Co. dropping nearly 8% and coal stocks also experiencing widespread losses, such as Antai Group falling nearly 7% [2][14][15] - The aquaculture sector weakened, led by Zhongshui Fisheries, while lithium mining stocks fluctuated downwards, with companies like Shengxin Lithium Energy and CATL dropping nearly 5% [3] - Other sectors with notable declines included titanium dioxide, photovoltaic equipment, shipbuilding, and small metals [4] - Conversely, the liquid cooling concept rose against the trend, with stocks like Cambridge Technology and Chunz中科技 hitting the daily limit [5] Notable Stock Movements - The assisted reproduction sector surged as 31 provinces included assisted reproductive technology in medical insurance, leading to stocks like Anke Bio and Hancheng Group hitting the daily limit [6] - The composite fluid sector was active, with Nord Shares reaching the daily limit, while gene sequencing and AI concepts also saw significant gains [7] - Specific stocks in the AI hardware sector experienced substantial increases, with Sihuan New Materials and Fangsheng Shares both hitting the daily limit [8][9] - The innovative drug sector was vibrant, with stocks like Nanxin Pharmaceutical and Anke Bio also reaching the daily limit [12] Future Outlook - CITIC Securities suggests that it remains a good time to balance the Hong Kong and A-share allocation, recommending an increase in holdings of the Hang Seng Technology Index [17] - The firm also advises focusing on opportunities in the Sci-Tech 50, Sci-Tech chips, and Sci-Tech 100 for potential rebounds [17] - The recommendation includes rotating investments in sectors such as non-ferrous metals, communications, innovative drugs, military industry, and gaming, while also considering thematic investments in anti-involution stocks [17]