焦点复盘金融权重护盘提振有限，AI硬件股现深幅调整，商业航天概念持续站上风口

Market Overview - A total of 59 stocks hit the daily limit, while 34 stocks faced limit breaks, resulting in a sealing rate of 63% [1] - The market experienced fluctuations, with the Shanghai Composite Index briefly turning positive before declining again, and the ChiNext Index opening lower and continuing to fall [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.77 trillion yuan, a decrease of 318.8 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.55%, the Shenzhen Component Index by 1.1%, and the ChiNext Index by 1.77% [1] Stock Performance - The stock "再升科技" achieved a six-day limit-up streak, while "法尔胜", "雪人集团", "百大集团", "中超控股", and "广西广电" recorded three consecutive limit-ups [1] - "雷科防务" had eight limit-ups in 16 days, and "航天机电" had seven limit-ups in 12 days [1] - The overall performance of high-profile stocks showed signs of recovery, with "平潭发展" nearing a limit-up and "龙洲股份" hitting the limit after a series of declines [3] Sector Analysis - The commercial aerospace sector continued its strong performance, with "再升科技" moving from five to six consecutive limit-ups, despite experiencing multiple limit breaks during the day [5] - The retail sector showed signs of recovery following a joint notice from the Ministry of Commerce and financial regulators aimed at boosting consumption, with "百大集团" achieving three consecutive limit-ups [5][17] - The energy storage sector also performed well, with "东方日升" hitting a limit-up, supported by positive market sentiment regarding energy storage systems [6][19] Key Stocks and Trends - "航天机电" recorded a limit-up after seven consecutive limit-ups, reflecting strong interest in the aerospace sector [10][22] - "百大集团" and "美凯龙" both achieved three consecutive limit-ups, indicating a positive trend in the retail sector [18] - The semiconductor sector saw a significant increase in stock prices, with "艾森股份" and "南大光电" both experiencing notable gains [7][15] Future Outlook - The market is expected to remain volatile, with a shift in focus from high-tech sectors to financial stocks as investors seek lower-risk options [8] - The trading volume has decreased significantly, indicating a potential tightening of liquidity in the short term [8] - The overall market sentiment remains cautious, with the Shanghai Composite Index facing resistance from key moving averages [8]