A股午评：创指涨0.6%北证50涨超1%，电网设备、商业航天走强！超3200股上涨成交1.26万亿放量912亿；机构解读

Market Overview - The three major stock indices showed mixed results, with the ChiNext index rebounding after hitting a low. The Shanghai Composite Index closed at 3871.78 points, down 0.04%, while the Shenzhen Component Index rose 0.57% to 13222.51 points, and the ChiNext Index increased by 0.60% to 3282.68 points. Overall, more than 3200 stocks rose [2]. Sector Performance - The electric grid equipment sector saw significant gains, with companies like Zhongneng Electric and China West Electric hitting the daily limit. The controllable nuclear fusion sector also performed well, with Tianli Composite rising over 20%. The CPO sector experienced a surge, with Lian Te Technology hitting the daily limit and Dongtianwei rising over 10% to reach a historical high. The precious metals sector was active, led by Xiaocheng Technology. Conversely, the Hainan sector weakened, with Xinlong Holdings leading the decline, and the retail concept fell sharply, with Zhongyang Mall hitting the daily limit [2][3]. Key Sectors Electric Grid Equipment - Zhongneng Electric hit the daily limit, with multiple stocks like China West Electric and Hualing Cable also reaching the limit. This surge is attributed to Nvidia's upcoming private summit focused on addressing power issues in data centers, which could hinder AI development [4]. CPO Sector - Lian Te Technology hit the daily limit, while Changxin Bochuang rose over 10%. According to TrendForce, the global demand for optical transceiver modules exceeding 800G is expected to grow significantly, reaching 24 million units by 2025 and nearly 63 million by 2026, marking a growth rate of 2.6 times [5]. Policy and Economic Outlook - The Shandong Provincial Government has launched an action plan for high-quality development in the AI industry, focusing on core technologies such as computer vision and AI chips, with plans to initiate over 150 research projects annually [6]. - JD.com is actively recruiting talent in the edge AI chip sector, particularly for integrated AI chip design, offering competitive salaries [7]. - The National Energy Administration has issued guidelines for data security in the energy sector, emphasizing the need for robust cybersecurity measures [8]. Institutional Insights - The recent Central Political Bureau meeting has provided insights into the economic direction for the coming year, emphasizing quality and efficiency improvements, which may bolster market confidence. Securities firms suggest that the focus on domestic demand and supply optimization could lead to gradual price recovery and support long-term corporate profit growth [9][10].