焦点复盘沪指反包中阳再创10年新高，白酒、消费电子板块全天强势

Market Overview - A total of 86 stocks hit the daily limit, with a limit-up rate of 80%, indicating strong market activity [1] - The Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index all reached new highs for the year, with the Shanghai index rising by 1.04% [1] - The total trading volume for the day was 2.41 trillion yuan, a decrease of 180.1 billion yuan from the previous trading day, marking the sixth consecutive day of over 2 trillion yuan in trading volume [1] Stock Performance - The highest-performing stock, Jimin Health, achieved a five-day limit-up streak, while other notable stocks included Hanzhong Precision and Kesen Technology with four consecutive limit-ups [1][3] - The market saw a mixed performance with over 3,600 stocks rising, while sectors like liquor, semiconductors, AI glasses, and small metals showed significant gains [1] - Conversely, sectors such as film, chemical pharmaceuticals, CRO, and vitamins experienced declines [1] Hot Stocks and Trends - The "AI + Manufacturing" initiative launched by Shanghai's economic and information departments is expected to boost the domestic AI infrastructure, leading to a surge in domestic computing power stocks [5] - Companies like Inspur Information and Guangxun Technology saw limit-up performances, reflecting strong market sentiment towards domestic AI capabilities [5] - Apple’s iPhone 17 has entered mass production, positively impacting the consumer electronics sector, with Kesen Technology achieving a four-day limit-up streak [6] Consumer Sector Insights - The State Council's recent meeting emphasized stimulating consumer potential and fostering new growth points in service and new consumption [7] - The liquor brand Jiu Gui Jiu saw a surge in stock price due to a successful collaboration with a popular retail brand, leading to consecutive limit-ups [7] - However, the consumer sector's upward momentum faced challenges as technology stocks regained strength, limiting the consumer sector's performance [8] Future Outlook - The market is expected to continue its upward trend, with major indices reaching new highs, although there is a need to be cautious of potential structural differentiation in market hotspots [9] - The recent increase in the number of stocks hitting the daily limit indicates a growing interest in specific sectors, but the risk of losses in high-priced stocks remains a concern [9]