午评：创业板指半日跌1.33%，机器人及港口航运概念股走强，算力硬件概念股下挫-股票-金融界

Market Overview - The three major stock indices opened lower but showed slight recovery by midday, with the Shanghai Composite Index up 0.17% at 3818.82 points, the Shenzhen Component Index up 0.16% at 12611.32 points, and the ChiNext Index down 1.33% at 2918.78 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.65 trillion yuan, with over 3300 stocks rising [1] Sector Performance Robotics Sector - The robotics sector saw a collective surge, with stocks like Sanhua Intelligent Control and Mingzhi Electric hitting the daily limit [1] Pork Industry - The pork concept stocks rose collectively, with Aonong Biological and Tianyu Biological hitting the daily limit, driven by a new paradigm in China's pig industry characterized by reduced price fluctuations and shorter cycles [2] Shipping Sector - The shipping sector strengthened, particularly in oil transportation, with China Merchants Energy hitting the daily limit and VLCC freight rates increasing by 38% to $58,007 per day [3] Solid-State Battery Sector - The solid-state battery concept stocks continued to perform strongly, with Tianji Co. achieving three consecutive limits, supported by a significant increase in orders from leading equipment companies [4] Silicon Carbide Sector - The silicon carbide sector maintained its strong performance, with stocks like Luxshare Precision and Tianyue Advanced showing gains, influenced by Nvidia's plans to use silicon carbide in its next-generation processors [5] Institutional Insights Huaxi Securities - Huaxi Securities noted that short-term adjustments in the A-share market could lead to a more stable and sustainable market trend, as historical data suggests that significant rallies often experience pullbacks [6] CITIC Securities - CITIC Securities indicated that the current market is in a consolidation phase, with a focus on high-low switching among sectors, while maintaining a positive outlook on AI computing power as a core investment logic [7] 招商证券 - 招商证券 suggested that the short-term market adjustment is nearing its end, predicting a transition to a more sustainable low-slope upward trend [7]