成交额连续7日站上2万亿 短线维持震荡走势

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, while the total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 15.8 billion yuan compared to the previous trading day, marking the seventh consecutive day of trading volume exceeding 2 trillion yuan [1] - Over 3,000 stocks declined, indicating a bearish sentiment in the market, while sectors such as oil and gas, digital currency, beauty care, and banking showed gains, contrasting with declines in rare earth permanent magnets, PEEK materials, liquid cooling servers, and CPO sectors [1] Policy and Financial Tools - A new policy financial tool is set to be launched with a funding scale of 500 billion yuan, focusing on emerging industries and infrastructure, including digital economy, artificial intelligence, and low-altitude economy, with participation from policy banks such as the China Development Bank, Agricultural Development Bank of China, and China Export-Import Bank [1] Industry Insights - Guojin Securities reported that the demand for liquid cooling solutions is rapidly increasing due to enhanced computing power in AI servers, with various existing liquid cooling solutions including cold plate, immersion, and spray cooling methods [2] - The demand for electronic fluorinated liquids is expected to rise significantly, driven by the increase in AI server shipments, presenting structural opportunities in the market [2] - Longjiang Securities highlighted that the domestic computing power sector is gaining traction, with China Mobile's recent announcement of a 1.7 billion yuan AI server procurement, where ZTE secured over 50% of the total bid [2] Market Trends - The market maintained stability above the 5-day moving average, with the Shanghai Composite Index reaching a ten-year high, supported by bank stocks [3] - The trading volume has consistently remained above 2 trillion yuan, indicating strong trading sentiment without clear signs of short-term weakness [3] - As the index approaches 3,800 points, there may be a need for consolidation, with funds likely to shift between high and low-performing stocks [3]