焦点复盘三大指数全线缩量反弹，TMT赛道整体回暖，AI服务器龙头市值重上1万亿

Market Overview - A total of 47 stocks hit the daily limit, while 22 stocks fell back, resulting in a sealing rate of 68% [1] - The market experienced fluctuations, with the three major indices showing a rebound after an initial drop [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.98 trillion yuan, a decrease of 140.4 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.38%, and the ChiNext Index gained 1.27% [1] Stock Performance - Tianpu Co., Ltd. achieved an 11-day consecutive limit-up, while Shoukai Co., Ltd. reached a 6-day limit-up [1][3] - The stock performance of various sectors showed rapid rotation, with oil and gas, film and television, and computing hardware sectors leading in gains, while battery, non-ferrous metals, and wind power sectors faced declines [1] - The limit-up rate for stocks with consecutive limit-ups rose to 33.33%, with Tianpu Co., Ltd. being the highest performer [3][4] Sector Analysis - The computing hardware sector saw a rebound following Oracle's significant stock price increase after its earnings report, which reported a 359% year-on-year increase in remaining performance obligations [5] - The humanoid robot sector remains hot, with predictions of over 10,000 units sold in China this year, a 125% increase year-on-year [6] - The lithium battery industry faced pressure due to news regarding the resumption of lithium mining operations, but solid-state battery stocks showed recovery [7] Key Stocks and Trends - Stocks such as Sanwei Communication and Jianbang Co., Ltd. have shown strong performance due to their involvement in satellite internet and lithium battery materials, respectively [10][11] - The retail sector, particularly stocks related to Alibaba, has been active, with companies like Sanjiang Shopping and Xinhua Dou achieving limit-ups [8][33] - The tourism sector also saw gains, driven by the upcoming National Day and Mid-Autumn Festival [8] Future Outlook - The market is expected to continue its strong fluctuations, with a focus on whether major weight sectors can drive the Shanghai Composite Index to recover above the 10-day moving average [9] - The small-cap stocks are likely to maintain a favorable environment for group investments, with intermittent opportunities for high-recognition stocks [9]