午评：沪指涨0.59%，创业板指涨0.99%，零售股爆发、核电、两岸融合等活跃，算力硬件题材回调

Market Performance - The Shanghai Composite Index rose by 0.59% to 3899.31 points, while the Shenzhen Component Index increased by 0.93% to 13175.13 points, and the ChiNext Index gained 0.99% to 3137.73 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1,088.168 billion yuan, with nearly 4700 stocks rising [1] Sector Highlights - Retail stocks surged, with duty-free shops and tax refund sectors leading the gains; nuclear power, cross-strait integration, rare earth permanent magnets, stablecoins, robotics, and innovative pharmaceuticals also showed active performance [1] - The consumer sector continued to perform strongly, with retail, duty-free shops, and food and beverage stocks showing robust gains [2] Notable Stocks - Central Plaza, Shanghai Jiubai, and Dalian Friendship all hit the daily limit, with Central Plaza rising by 10.04% to 5.15 yuan [3] - The intelligent driving concept stocks remained active, with Zhejiang Shibao achieving a four-day limit up, and several other companies in the sector also saw gains [3] Policy and Industry Insights - The Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicle approvals, marking a significant step towards commercial application in China [4] - CITIC Securities expressed optimism about investment opportunities in the semiconductor equipment industry, anticipating a high single-digit percentage year-on-year growth in the global semiconductor wafer fabrication equipment market by 2025/2026 [6] - China International Capital Corporation projected a low-to-high trend for coal prices in 2026, with demand being a primary drag factor [6] Financial Sector Developments - Huatai Securities highlighted the optimization of public fund performance assessments, suggesting a focus on high-quality financial companies as the capital market maintains a long-term upward trend [7]