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「焦点复盘」创业板指震荡调整跌逾1%,AI硬件股分化加剧,有色板块多股逆势涨停

Market Overview - A total of 66 stocks hit the daily limit, while 23 stocks faced limit down, resulting in a sealing rate of 74%. The market experienced a pullback after an initial rise, with all three major indices closing lower. The Shanghai and Shenzhen stock exchanges recorded a trading volume of 2.52 trillion yuan, an increase of 83.2 billion yuan compared to the previous trading day. Over 3,300 stocks declined across the market [1][9]. Stock Performance - The number of stocks with consecutive limit ups increased to 63.64%. Notably, stocks like Chuzhong Technology and Suning Universal achieved four consecutive limit ups, while Qingshan Paper had six limit ups in nine days. The real estate sector saw a resurgence with stocks like Shoukai Co. and others experiencing significant gains [3][4][6]. Sector Highlights - Technology and AI: Alibaba's release of the Qwen3-Next model significantly reduced training costs by 90% and improved inference efficiency by ten times, boosting related stocks such as Xinjun Network and Runjian Shares, both of which hit the limit up [5][28]. - Robotics: The robotics sector remains active, with Shoukai Co. achieving eight consecutive limit ups, driven by advancements in humanoid robots and increased interest from major tech companies [6][14]. - Precious Metals: International prices for precious metals surged, with silver and gold reaching historical highs. The non-ferrous metals sector saw significant gains, with stocks like Shengda Resources and Yuguang Jinlei hitting the limit up [7][21]. - Real Estate: Following policy adjustments in major cities, the Shenzhen real estate market showed signs of recovery, with a 33% increase in second-hand housing transactions compared to the previous year. Stocks like Suning Universal and others in the sector saw substantial gains [8][18]. Investment Trends - The market is witnessing a shift towards low-priced stocks as high-flying stocks undergo corrections. This trend is evident in the performance of stocks like Zhongtai Automobile and others, which have gained traction among investors [24][25]. - The innovation drug sector is gaining momentum, with China now holding over 20% of the global new drug research and development market share, leading to increased interest in related stocks [26]. Future Outlook - The market's inability to maintain upward momentum suggests a potential for technical corrections, particularly among technology stocks that have seen rapid gains. Continued monitoring of trading volumes is essential to gauge market sentiment [9].