收盘｜创业板指跌2.6%，游戏、算力板块领跌

Market Overview - The Shanghai and Shenzhen stock markets experienced a significant decline, with the Shanghai Composite Index closing at 3828.11 points, down 0.65%, and the Shenzhen Component Index at 13209.00 points, down 1.76% [1][2] - The total trading volume in the two markets was 2.15 trillion yuan, a decrease of 224.2 billion yuan compared to the previous trading day [1] Sector Performance - The gaming, consumer electronics, computing hardware, robotics, and medical sectors saw the largest declines [4] - In contrast, the insurance sector rose in the afternoon, along with wind power equipment, chemical fiber, oil and gas, coal chemical, and military equipment sectors [4] Individual Stock Movements - Notable gainers included the wind power equipment sector, with companies like Weili Transmission and Jixin Technology hitting the daily limit up [5] - Insurance stocks such as China Life, New China Life, and China Pacific Insurance rose over 1% [6] - Conversely, the gaming sector struggled, with companies like G-bits and Kunlun Wanwei experiencing significant drops [6] Capital Flow - Main capital inflows were observed in the automotive, electric equipment, and non-ferrous metals sectors, while there were outflows from the computing, electronics, and telecommunications sectors [7] - Specific stocks with net inflows included Sailis, Wanxiang Qianchao, and Cambridge Technology [8] - Stocks facing net outflows included Luxshare Precision, Industrial Fulian, and Shenghong Technology [9] Institutional Insights - Guojin Securities noted that while technology stocks are active, the overall market remains volatile with reduced trading volume, suggesting a cautious approach to maintaining flexible positions [10] - CICC highlighted that the global automotive industry is undergoing a restructuring phase, with significant opportunities for China's electric and intelligent supply chain due to low penetration rates in non-Chinese markets [10]