帮主郑重：上午行情看似热闹，这几个门道得拎清！

Group 1 - The market showed mixed performance with slight gains in major indices, indicating underlying complexities despite a lively trading atmosphere [1][3] - The pharmaceutical sector experienced significant momentum, with companies like Jimin Health and Shunlian Bio seeing strong stock performance due to favorable policies and advancements in innovative drug development [3] - The CPO concept stocks remained popular, driven by sustained demand for AI computing power, with Cambridge Technology hitting the daily limit and Tianfu Communication rising over 10% [3] Group 2 - The diesel generator concept stocks surged, with companies like Quan Chai Power and Taihao Technology reaching their daily limits, attributed to power supply tensions in certain regions [3] - The Hongmeng concept stocks also saw a rally, with Chengmai Technology and Huasheng Tiancai hitting the daily limit, reflecting the growing trend of domestic operating system development [3] - Military stocks showed signs of fatigue, with Guangqi Technology dropping over 5%, highlighting their sensitivity to news and market fluctuations [4] Group 3 - The trading volume reached 1.68 trillion, indicating a significant increase in market activity, with over 3,200 stocks in the green, suggesting overall positive market sentiment [5] - The experience suggests that after a broad market rally, differentiation among stocks is likely, emphasizing the importance of identifying fundamentally strong companies [5] - The focus for the afternoon session will be on whether the trading volume can be sustained and if new market hotspots will emerge [5]