收评：沪指放量跌逾1%，金融、酿酒等板块下挫，AI产业链股逆市活跃

Group 1 - The stock market experienced a strong rise in the morning but fell back in the afternoon, with all three major indices dropping over 1% [1] - The Shanghai Composite Index closed down 1.15% at 3831.66 points, while the Shenzhen Component Index fell 1.06% to 13075.66 points, and the ChiNext Index decreased by 1.64% to 3095.85 points [1] - The Kweichow Moutai Index rose 0.72%, and the total trading volume in the Shanghai and Shenzhen markets reached 31,671 billion yuan, marking the third-highest trading volume of the year [1] Group 2 - The market is currently in the early stages of a new cycle of US dollar interest rate cuts, with liquidity release just beginning [1] - The trend of "finance + technology" is expected to continue, with a focus on strong industry trends such as artificial intelligence and solid-state batteries, as well as non-ferrous metals benefiting from a weaker dollar [1] - Silver Hua Fund remains optimistic about the A-share market, citing a "double bottom area" in fundamentals and capital inflows, with clear signals of supply clearing in the midstream manufacturing sector by 2026 [2]